Prosperity Financial Group, Inc. - 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
Prosperity Financial Group, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2024$251,348
-57.3%
2,738
-57.3%
0.16%
-68.2%
Q3 2023$589,025
+36.5%
6,415
+36.5%
0.49%
+28.2%
Q2 2023$431,646
+13.2%
4,701
+13.2%
0.38%
-1.6%
Q1 2023$381,145
-35.4%
4,151
-35.6%
0.39%
-39.3%
Q4 2022$589,9826,4500.64%
Other shareholders
SPDR SER TR shareholders Q1 2024
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 1,145,181$104,773,00096.67%
Retireful, LLC 396,095$36,239,00078.68%
Forward Management, LLC 7,050,427$645,043,00070.38%
Spartan Planning & Wealth Management 249,002$22,781,00030.41%
Horizon Investments, LLC 9,410,567$859,561,00027.24%
Monument Capital Management 654,614$59,891,00022.59%
Tranquilli Financial Advisor LLC 317,515$29,049,00022.26%
Elm Partners Management LLC 1,784,322$163,248,00021.28%
TLWM 599,143$54,816,00021.00%
Synergy Asset Management, LLC 857,944$78,493,00020.81%
View complete list of SPDR SER TR shareholders