Lucia Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 165 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2020$2,147,000
+16.4%
23,462
+16.5%
0.50%
+3.5%
Q2 2020$1,844,000
+173.6%
20,146
+173.8%
0.49%
+118.4%
Q1 2020$674,000
+195.6%
7,357
+195.3%
0.22%
+214.1%
Q3 2018$228,000
-6.9%
2,491
-6.8%
0.07%
-33.6%
Q2 2018$245,000
-90.5%
2,673
-90.6%
0.11%
-87.3%
Q1 2018$2,591,000
+112.6%
28,300
+112.2%
0.84%
+56.0%
Q4 2017$1,219,00013,3350.54%
Other shareholders
SPDR SER TR shareholders Q2 2018
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