Capital Wealth Planning, 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
Capital Wealth Planning, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$487,972,483
+48.3%
5,314,447
+48.3%
6.00%
+47.7%
Q2 2023$329,078,828
+29.3%
3,583,956
+29.3%
4.06%
+18.0%
Q1 2023$254,488,220
+226.3%
2,771,599
+225.0%
3.44%
+201.7%
Q4 2022$78,002,597
+6241.7%
852,767
+6236.5%
1.14%
+4464.0%
Q1 2022$1,230,000
+0.6%
13,458
+0.6%
0.02%
-26.5%
Q3 2021$1,223,000
-34.7%
13,373
-34.7%
0.03%
-35.8%
Q2 2021$1,874,000
-38.7%
20,491
-38.6%
0.05%
-47.0%
Q1 2021$3,055,000
-1.0%
33,388
-1.0%
0.10%
-16.0%
Q4 2020$3,086,000
-12.3%
33,723
-12.3%
0.12%
-31.6%
Q3 2020$3,519,000
-41.3%
38,446
-41.3%
0.17%
-49.1%
Q2 2020$5,995,000
+27.1%
65,491
+27.3%
0.34%
+15.2%
Q1 2020$4,716,000
-27.3%
51,466
-27.5%
0.30%
-22.5%
Q4 2019$6,488,000
-11.4%
70,961
-11.2%
0.38%
-17.6%
Q3 2019$7,322,000
+9.4%
79,956
+9.5%
0.46%
-4.1%
Q2 2019$6,691,00073,0390.48%
Other shareholders
SPDR SER TR shareholders Q2 2020
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 981,076$90,082,43657.40%
WIN ADVISORS, INC 340,644$38,403,03251.34%
Dean, Jacobson Financial Services, LLC 448,459$41,177,55137.28%
RIA Advisory Group LLC 752,905$69,128,16029.74%
VitalStone Financial, LLC 575,190$52,82629.50%
St. Louis Financial Planners Asset Management, LLC 257,206$23,616,64523.66%
Vigilare Wealth Management 443,999$40,768,00623.52%
PVG ASSET MANAGEMENT CORP 58,974$5,414,99223.36%
Cypress Capital, LLC 795,373$73,031,14921.98%
Fortis Group Advisors, LLC 817,717$75,082,73419.93%
View complete list of SPDR SER TR shareholders