CHANNEL WEALTH LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.

Quarter-by-quarter ownership
CHANNEL WEALTH LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$2,927,077
-2.5%
32,028
-2.1%
1.38%
-17.8%
Q3 2023$3,003,432
+15.0%
32,710
+15.0%
1.68%
+12.0%
Q2 2023$2,612,463
+65.9%
28,452
+65.9%
1.50%
+48.1%
Q1 2023$1,574,43817,1471.01%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Q3 Asset Management 450,008$41,184,00032.62%
Covalis Capital LLP 1,133,618$103,748,00022.27%
Paragon Advisors, LLC 361,709$33,104,00017.82%
VisionPoint Advisory Group, LLC 291,487$26,677,00013.45%
Frontier Wealth Management LLC 1,714,612$156,921,00012.84%
Titan Capital Management, LLC /TX 143,510$13,134,00012.47%
ALETHEA CAPITAL MANAGEMENT, LLC 184,284$16,866,0008.46%
Spectrum Planning & Advisory Services Inc. 83,579$7,649,0008.22%
Aveo Capital Partners, LLC 42,978$3,933,0006.08%
Jackson Wealth Management, LLC 425,496$38,941,0005.31%
View complete list of SPDR SER TR shareholders