Sound Financial Strategies Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 192 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Sound Financial Strategies Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,123,062
-61.6%
11,295
-61.6%
0.93%
-56.6%
Q2 2023$2,927,705
+236.6%
29,436
+237.1%
2.14%
+268.8%
Q1 2023$869,6958,7310.58%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
STAPP WEALTH MANAGEMENT, PLLC 62,892$6,24514.97%
Values First Advisors, Inc. 64,508$6,404,9974.47%
Kelman-Lazarov, Inc. 126,534$12,563,5613.54%
AJ WEALTH STRATEGIES, LLC 649,405$64,4793.39%
Choate Investment Advisors 523,099$51,938,5003.13%
DB Wealth Management Group, LLC 32,640$3,240,8262.10%
Altiora Financial Group, LLC 33,142$3,290,6331.64%
Dakota Wealth Management 201,534$20,010,3501.42%
Castleview Partners, LLC 8,639$857,7660.84%
WJ Wealth Management, LLC 9,810$974,0350.56%
View complete list of SPDR SER TR shareholders