Kestra Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 124 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 0.7%.

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 Q1 2023
NameSharesValueWeighting ↓
Delos Wealth Advisors, LLC 124,060$12,340,24914.94%
PECAUT & CO. 220,519$21,926,1599.18%
Proficio Capital Partners LLC 654,147$65,041,8698.67%
Sargent Investment Group, LLC 324,271$32,242,2677.77%
Treasure Coast Financial Planning 108,169$10,755,2447.47%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 190,323$18,923,8076.42%
Altiora Financial Group, LLC 125,578$12,486,2245.80%
RETIREMENT CAPITAL STRATEGIES 114,401$11,374,8915.33%
Legacy CG, LLC 104,073$10,347,9784.81%
TMD Wealth Management, LLC 169,384$16,841,8104.80%
View complete list of SPDR SER TR shareholders