Accurate Wealth Management, 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
Accurate Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,326,994
+1205.4%
79,954
+1205.2%
2.30%
+1213.1%
Q2 2023$561,304
+91.6%
6,126
+91.5%
0.18%
+73.3%
Q1 2023$292,887
-96.9%
3,199
-96.9%
0.10%
-97.1%
Q4 2022$9,330,640
+186.0%
101,974
+244.9%
3.43%
+152.3%
Q3 2022$3,263,000
+1095.2%
29,562
+889.4%
1.36%
+819.6%
Q2 2022$273,000
-78.6%
2,988
-78.5%
0.15%
-74.0%
Q1 2022$1,273,00013,9240.57%
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