True Wealth Design, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 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
True Wealth Design, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$880,738
-1.4%
9,592
-1.4%
0.30%
-9.8%
Q2 2023$893,409
-54.1%
9,730
-54.1%
0.33%
-60.0%
Q1 2023$1,947,870
+77.8%
21,214
+77.1%
0.82%
+61.1%
Q4 2022$1,095,81111,9800.51%
Other shareholders
SPDR SER TR shareholders Q1 2023
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