AXXCESS 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
AXXCESS WEALTH MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$59,654,344
+32.6%
649,689
+32.6%
2.03%
-37.6%
Q2 2023$44,997,622
-1.0%
490,063
-1.0%
3.26%
-5.3%
Q1 2023$45,456,967
+410.1%
495,066
+408.2%
3.44%
+368.0%
Q4 2022$8,911,284
-9.9%
97,423
-9.7%
0.74%
-21.5%
Q3 2022$9,887,000
+89.5%
107,942
+89.3%
0.94%
+95.0%
Q2 2022$5,217,000
-41.4%
57,029
-41.5%
0.48%
-31.0%
Q1 2022$8,909,000
-20.1%
97,440
-20.1%
0.70%
-14.5%
Q4 2021$11,155,000122,0010.81%
Other shareholders
SPDR SER TR shareholders Q2 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