Capital Planning Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 368 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 3.21 and the average weighting 1.4%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2019$144,0001,5690.04%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 1,145,181$104,773,00096.67%
Retireful, LLC 396,095$36,239,00078.68%
Forward Management, LLC 7,050,427$645,043,00070.38%
Spartan Planning & Wealth Management 249,002$22,781,00030.41%
Horizon Investments, LLC 9,410,567$859,561,00027.24%
Monument Capital Management 654,614$59,891,00022.59%
Tranquilli Financial Advisor LLC 317,515$29,049,00022.26%
Elm Partners Management LLC 1,784,322$163,248,00021.28%
TLWM 599,143$54,816,00021.00%
Synergy Asset Management, LLC 857,944$78,493,00020.81%
View complete list of SPDR SER TR shareholders