Fortis Group Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 373 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 3.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
Fortis Group Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$88,080,577
+17.3%
959,274
+17.3%
27.00%
+35.5%
Q2 2023$75,082,734
-11.2%
817,717
-11.2%
19.93%
-21.9%
Q1 2023$84,555,378
+218.1%
921,283
+217.2%
25.51%
+394.9%
Q3 2020$26,582,000290,4605.15%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
WIN ADVISORS, INC 2,463,060$225,616,00083.32%
PIERSHALE FINANCIAL GROUP, INC. 1,003,202$91,893,00068.99%
Retireful, LLC 1,396,435$127,913,00063.84%
Sound Financial Strategies Group, LLC 445,575$40,815,00061.28%
Price Capital Management, Inc. 275,000$25,140,00055.55%
Forward Management, LLC 3,768,576$345,202,00038.06%
Horizon Investments, LLC 12,409,850$1,132,274,00034.79%
Spartan Planning & Wealth Management 262,088$24,007,00031.42%
IronBridge Private Wealth, LLC 342,277$31,353,00027.10%
Tranquilli Financial Advisor LLC 354,038$32,430,00025.70%
View complete list of SPDR SER TR shareholders