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 ↓
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