PDS Planning, Inc - 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
PDS Planning, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$220,3680.0%2,4000.0%0.03%
-6.7%
Q1 2023$220,368
-9.1%
2,400
-9.4%
0.03%
-23.1%
Q4 2022$242,3962,6500.04%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
WIN ADVISORS, INC 2,463,060$225,616,00083.32%
PIERSHALE FINANCIAL GROUP, INC. 1,003,202$91,893,00068.99%
Retireful, LLC 1,396,435$127,913,00063.84%
Sound Financial Strategies Group, LLC 445,575$40,815,00061.28%
Price Capital Management, Inc. 275,000$25,140,00055.55%
Forward Management, LLC 3,768,576$345,202,00038.06%
Horizon Investments, LLC 12,409,850$1,132,274,00034.79%
Spartan Planning & Wealth Management 262,088$24,007,00031.42%
IronBridge Private Wealth, LLC 342,277$31,353,00027.10%
Tranquilli Financial Advisor LLC 354,038$32,430,00025.70%
View complete list of SPDR SER TR shareholders