Kestra Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$8,888,176
+0.2%
96,800
+0.2%
0.09%
-2.2%
Q2 2023$8,867,792
+46.8%
96,578
+46.8%
0.09%
+36.9%
Q1 2023$6,040,688
-81.5%
65,788
-81.6%
0.06%
-77.6%
Q4 2022$32,677,475
-99.9%
357,248
-73.7%
0.29%
-56.4%
Q3 2022$62,234,172,000
+145821.8%
1,357,474
+191.2%
0.66%
+51.8%
Q2 2022$42,649,000
+209.8%
466,163
+209.6%
0.44%
+206.3%
Q1 2022$13,766,000
+442.0%
150,564
+442.1%
0.14%
+450.0%
Q4 2021$2,540,000
+1.6%
27,776
+1.6%
0.03%
+4.0%
Q3 2021$2,499,000
+5.8%
27,327
+5.8%
0.02%
-7.4%
Q2 2021$2,362,000
+534.9%
25,824
+535.1%
0.03%
+440.0%
Q1 2021$372,000
-25.0%
4,066
-25.0%
0.01%
-16.7%
Q4 2020$496,000
-99.8%
5,420
+10740.0%
0.01%0.0%
Q3 2020$306,000,000500.01%
Other shareholders
SPDR SER TR shareholders Q3 2021
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