Values First Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 64 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Values First Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,366,005
+4.8%
74,082
+4.8%
4.76%
+12.1%
Q2 2023$7,031,001
+8.9%
70,692
+9.0%
4.24%
+3.2%
Q1 2023$6,458,820
+0.8%
64,841
+0.5%
4.11%
-8.0%
Q4 2022$6,404,99764,5084.47%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Delos Wealth Advisors, LLC 124,060$12,340,24914.94%
PECAUT & CO. 220,519$21,926,1599.18%
Proficio Capital Partners LLC 654,147$65,041,8698.67%
Sargent Investment Group, LLC 324,271$32,242,2677.77%
Treasure Coast Financial Planning 108,169$10,755,2447.47%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 190,323$18,923,8076.42%
Altiora Financial Group, LLC 125,578$12,486,2245.80%
RETIREMENT CAPITAL STRATEGIES 114,401$11,374,8915.33%
Legacy CG, LLC 104,073$10,347,9784.81%
TMD Wealth Management, LLC 169,384$16,841,8104.80%
View complete list of SPDR SER TR shareholders