Accurate Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 781 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$3,739,020
-52.6%
40,819
-52.6%
0.90%
-61.1%
Q1 2024$7,890,164
+1719.6%
86,062
+1717.2%
2.30%
+1607.4%
Q4 2023$433,628
-94.1%
4,736
-94.1%
0.14%
-94.1%
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 Q1 2023
NameSharesValueWeighting ↓
Abich Financial Wealth Management LLC 713,950$65,526,33144.56%
Impact Partnership Wealth, LLC 1,065,542$97,795,46625.69%
Hershey Financial Advisers, LLC 310,547$28,502,05125.58%
ALETHEA CAPITAL MANAGEMENT, LLC 360,028$33,043,39325.07%
Savior LLC 47,351$4,345,87822.61%
Titan Manages, LLC 143,087$13,132,49420.62%
Twelve Points Wealth Management LLC 620,487$56,948,32620.03%
Second Half Financial Partners, LLC 271,026$24,874,79319.91%
Hibernia Wealth Partners, LLC 597,374$54,826,74819.09%
UDINE WEALTH MANAGEMENT, INC. 253,167$23,235,66716.19%
View complete list of SPDR SER TR shareholders