Lenox Wealth Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 312 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is 2.41 and the average weighting 1.4%.

Quarter-by-quarter ownership
Lenox Wealth Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2020$6,000
+100.0%
69
+60.5%
0.00%
+100.0%
Q1 2020$3,000
-40.0%
43
-15.7%
0.00%0.0%
Q4 2019$5,000
-16.7%
51
-30.1%
0.00%
-50.0%
Q3 2019$6,000
+50.0%
73
+40.4%
0.00%
+100.0%
Q2 2019$4,000
+33.3%
52
+67.7%
0.00%0.0%
Q1 2019$3,000
-98.7%
31
-99.6%
0.00%
-98.7%
Q4 2018$223,000
+792.0%
7,785
+2015.5%
0.08%
+971.4%
Q3 2018$25,0003680.01%
Other shareholders
SPDR SER TR shareholders Q3 2019
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