FOCUS Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 498 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.9%.

Quarter-by-quarter ownership
FOCUS Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$350,0000.0%3,8300.0%0.24%
+14.8%
Q1 2022$350,000
-17.6%
3,830
-17.6%
0.21%
-17.7%
Q4 2021$425,0000.0%4,6500.0%0.25%
-11.8%
Q3 2021$425,000
-19.0%
4,650
-19.0%
0.29%
-21.3%
Q2 2021$525,000
-30.2%
5,744
-30.1%
0.37%
-33.9%
Q1 2021$752,000
-19.2%
8,213
-19.2%
0.55%
-22.9%
Q4 2020$931,00010,1700.72%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
St. Louis Financial Planners Asset Management, LLC 913,362$83,545,26866.87%
Second Half Financial Partners, LLC 1,100,976$101,091,62950.35%
Constant Guidance Financial LLC 383,711$35,088,46846.33%
Fortis Group Advisors, LLC 959,274$88,080,57727.00%
Lake Hills Wealth Management, LLC 283,066$25,991,12026.30%
Impact Partnership Wealth, LLC 900,539$82,687,46225.73%
Cypress Capital, LLC 826,581$75,896,67723.29%
SYKON CAPITAL LLC 563,865$51,774,08422.17%
Spartan Planning & Wealth Management 196,662$18,057,50521.16%
UDINE WEALTH MANAGEMENT, INC. 226,895$20,833,49920.15%
View complete list of SPDR SER TR shareholders