Balboa Wealth Partners - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 938 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.36 and the average weighting 1.2%.

Quarter-by-quarter ownership
Balboa Wealth Partners ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$747,823
+4.3%
8,148
+4.3%
0.20%
-6.6%
Q1 2024$717,050
+40.3%
7,811
+39.7%
0.21%
+24.1%
Q4 2023$510,961
-50.6%
5,591
-50.4%
0.17%
-56.2%
Q3 2023$1,035,139
+8.8%
11,274
+8.8%
0.39%
+16.9%
Q2 2023$951,201
-19.6%
10,359
-19.6%
0.33%
-25.7%
Q1 2023$1,182,462
-13.1%
12,878
-13.4%
0.45%
-27.1%
Q4 2022$1,360,681
+85477.4%
14,876
-14.3%
0.61%
-12.3%
Q3 2022$1,59017,3590.70%
Other shareholders
SPDR SER TR shareholders Q1 2024
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