Fulcrum Equity Management - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 404 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
Fulcrum Equity Management ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$301,589
-90.3%
3,286
-90.4%
0.27%
-86.0%
Q4 2023$3,123,356
-20.2%
34,176
-19.8%
1.93%
-57.9%
Q3 2023$3,914,870
+78.2%
42,636
+78.2%
4.59%
+260.0%
Q2 2023$2,196,534
-61.7%
23,922
-61.7%
1.27%
-52.7%
Q1 2023$5,740,770
+36.9%
62,522
+36.3%
2.69%
-21.6%
Q4 2022$4,194,448
+23.5%
45,856
+23.7%
3.44%
+19.6%
Q3 2022$3,395,000
+567.0%
37,058
+565.4%
2.87%
+1412.6%
Q2 2021$509,000
+2.8%
5,569
+3.0%
0.19%
-3.1%
Q1 2021$495,000
-12.2%
5,408
-12.3%
0.20%
-12.9%
Q4 2020$564,000
+64.4%
6,165
+64.4%
0.22%
+41.5%
Q3 2020$343,0003,7510.16%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
Abich Financial Wealth Management LLC 713,950$65,526,33144.56%
Impact Partnership Wealth, LLC 1,065,542$97,795,46625.69%
Hershey Financial Advisers, LLC 310,547$28,502,05125.58%
ALETHEA CAPITAL MANAGEMENT, LLC 360,028$33,043,39325.07%
Savior LLC 47,351$4,345,87822.61%
Titan Manages, LLC 143,087$13,132,49420.62%
Twelve Points Wealth Management LLC 620,487$56,948,32620.03%
Second Half Financial Partners, LLC 271,026$24,874,79319.91%
Hibernia Wealth Partners, LLC 597,374$54,826,74819.09%
UDINE WEALTH MANAGEMENT, INC. 253,167$23,235,66716.19%
View complete list of SPDR SER TR shareholders