Accretive Wealth Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 837 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.22 and the average weighting 1.9%.

Quarter-by-quarter ownership
Accretive Wealth Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$2,048,596
+35.6%
22,311
+35.6%
1.22%
+25.6%
Q1 2023$1,510,806
+49.9%
16,454
+49.3%
0.97%
+32.1%
Q2 2022$1,008,00011,0180.73%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Paragon Advisors, LLC 386,027$35,306,00017.14%
Titan Capital Management, LLC /TX 158,655$14,511,00013.00%
Frontier Wealth Management LLC 1,491,041$136,371,0009.41%
ALETHEA CAPITAL MANAGEMENT, LLC 108,084$9,885,0008.70%
Winch Advisory Services, LLC 261,771$23,942,0008.35%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 126,323$11,554,0008.20%
Northstar Advisory Group, LLC 70,771$6,473,0006.34%
Spectrum Planning & Advisory Services Inc. 70,771$6,473,0006.34%
Synergy Asset Management, LLC 237,398$21,713,0005.04%
Strategic Asset Management, LLC 32,210$2,946,0004.14%
View complete list of SPDR SER TR shareholders