Spartan Planning & Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 469 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.

Quarter-by-quarter ownership
Spartan Planning & Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$168,432
-99.1%
1,843
-99.1%
0.18%
-99.1%
Q3 2023$18,057,505
+14.9%
196,662
+14.5%
21.16%
+8.1%
Q4 2022$15,711,070
-34.6%
171,762
-34.5%
19.58%
-37.7%
Q3 2022$24,007,000
+5.4%
262,088
+5.3%
31.42%
+3.3%
Q2 2022$22,781,000
-99.7%
249,002
+191.7%
30.41%
+211.4%
Q1 2022$7,806,000,00085,3739.77%
Other shareholders
SPDR SER TR shareholders Q1 2022
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