MONTAG A & ASSOCIATES INC - 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
MONTAG A & ASSOCIATES INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$108,715
+14691.2%
1,184
+14700.0%
0.01%
Q2 2023$735
-98.6%
8
-98.6%
0.00%
-100.0%
Q2 2022$52,0000.0%5700.0%0.00%0.0%
Q1 2022$52,0000.0%5700.0%0.00%0.0%
Q4 2021$52,0000.0%5700.0%0.00%0.0%
Q3 2021$52,0005700.00%
Other shareholders
SPDR SER TR shareholders Q3 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