Kestra Advisory Services, 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
Kestra Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,874,722
+142.8%
59,084
+142.9%
0.06%
+141.7%
Q2 2023$2,419,563
+28.2%
24,327
+28.4%
0.02%
+20.0%
Q1 2023$1,887,764
+77.1%
18,952
+76.6%
0.02%
+122.2%
Q4 2022$1,065,68010,7330.01%
Other shareholders
SPDR SER TR shareholders Q4 2022
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