Onyx Bridge Wealth Group LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 64 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Onyx Bridge Wealth Group LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,546,347
+4.8%
25,609
+4.8%
0.60%
+2.4%
Q2 2023$2,430,152
+26.6%
24,433
+26.8%
0.58%
-24.2%
Q1 2023$1,919,904
+223.4%
19,274
+222.4%
0.77%
+217.8%
Q4 2022$593,7055,9780.24%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Delos Wealth Advisors, LLC 122,355$12,187,78215.42%
TMD Wealth Management, LLC 411,880$41,027,36711.58%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 152,022$15,142,9395.27%
Sargent Investment Group, LLC 163,079$16,183,9604.27%
Values First Advisors, Inc. 64,841$6,458,8204.11%
Kelman-Lazarov, Inc. 136,880$13,634,6173.54%
AJ WEALTH STRATEGIES, LLC 666,841$66,424,0183.46%
Peak Asset Management, LLC 140,525$13,997,6963.42%
Fortis Capital Advisors, LLC 60,389$6,015,3133.22%
Altiora Financial Group, LLC 68,509$6,824,1663.15%
View complete list of SPDR SER TR shareholders