Fortis Capital Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 837 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.22 and the average weighting 1.9%.

Quarter-by-quarter ownership
Fortis Capital Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,727,471
-23.9%
40,595
-23.9%
2.39%
-16.8%
Q2 2023$4,895,164
-60.3%
53,312
-60.3%
2.87%
-56.5%
Q1 2023$12,324,503
-23.7%
134,225
-24.0%
6.59%
-31.4%
Q4 2022$16,153,833176,6039.61%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Paragon Advisors, LLC 386,027$35,306,00017.14%
Titan Capital Management, LLC /TX 158,655$14,511,00013.00%
Frontier Wealth Management LLC 1,491,041$136,371,0009.41%
ALETHEA CAPITAL MANAGEMENT, LLC 108,084$9,885,0008.70%
Winch Advisory Services, LLC 261,771$23,942,0008.35%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 126,323$11,554,0008.20%
Northstar Advisory Group, LLC 70,771$6,473,0006.34%
Spectrum Planning & Advisory Services Inc. 70,771$6,473,0006.34%
Synergy Asset Management, LLC 237,398$21,713,0005.04%
Strategic Asset Management, LLC 32,210$2,946,0004.14%
View complete list of SPDR SER TR shareholders