NewSquare Capital LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 398 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$165,2760.0%1,8000.0%0.02%
-15.0%
Q1 2023$165,276
+5409.2%
1,800
+4636.8%
0.02%
Q3 2022$3,000
-100.0%
38
-100.0%
0.00%
-100.0%
Q2 2020$76,650,000
+125.9%
837,426
+126.1%
13.08%
+108.3%
Q1 2020$33,938,000370,379
+9259375.0%
6.28%
Q2 2019$040.00%
Other shareholders
SPDR SER TR shareholders Q2 2020
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