FOCUS Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 568 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.

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 Q3 2022
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 981,076$90,082,43657.40%
WIN ADVISORS, INC 340,644$38,403,03251.34%
Dean, Jacobson Financial Services, LLC 448,459$41,177,55137.28%
RIA Advisory Group LLC 752,905$69,128,16029.74%
VitalStone Financial, LLC 575,190$52,82629.50%
St. Louis Financial Planners Asset Management, LLC 257,206$23,616,64523.66%
Vigilare Wealth Management 443,999$40,768,00623.52%
PVG ASSET MANAGEMENT CORP 58,974$5,414,99223.36%
Cypress Capital, LLC 795,373$73,031,14921.98%
Fortis Group Advisors, LLC 817,717$75,082,73419.93%
View complete list of SPDR SER TR shareholders