DB Wealth Management Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 192 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
DB Wealth Management Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,142,980
-3.1%
31,610
-3.1%
1.98%
-0.2%
Q2 2023$3,245,083
-0.3%
32,627
-0.1%
1.99%
-3.3%
Q1 2023$3,254,657
+0.4%
32,674
+0.1%
2.05%
-2.1%
Q4 2022$3,240,82632,6402.10%
Other shareholders
SPDR SER TR shareholders Q3 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