Mosaic Family Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 274 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is 0.14 and the average weighting 1.8%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2019$149,000
-9.1%
1,627
-9.2%
0.06%
-11.8%
Q4 2018$164,000
-26.8%
1,791
-26.8%
0.07%
-26.1%
Q3 2018$224,000
-77.4%
2,447
-77.3%
0.09%
-75.4%
Q2 2018$989,000
-15.9%
10,803
-15.9%
0.37%
-14.0%
Q1 2018$1,176,000
+2.1%
12,849
+1.9%
0.44%
+3.8%
Q4 2017$1,152,00012,6060.42%
Other shareholders
SPDR SER TR shareholders Q1 2019
NameSharesValueWeighting ↓
St. Louis Financial Planners Asset Management, LLC 913,362$83,545,26866.87%
Second Half Financial Partners, LLC 1,100,976$101,091,62950.35%
Constant Guidance Financial LLC 383,711$35,088,46846.33%
Fortis Group Advisors, LLC 959,274$88,080,57727.00%
Lake Hills Wealth Management, LLC 283,066$25,991,12026.30%
Impact Partnership Wealth, LLC 900,539$82,687,46225.73%
Cypress Capital, LLC 826,581$75,896,67723.29%
SYKON CAPITAL LLC 563,865$51,774,08422.17%
Spartan Planning & Wealth Management 196,662$18,057,50521.16%
UDINE WEALTH MANAGEMENT, INC. 226,895$20,833,49920.15%
View complete list of SPDR SER TR shareholders