OptiFour Integrated Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 366 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
OptiFour Integrated Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$280,0000.0%3,0590.0%0.19%
-3.5%
Q3 2019$280,0000.0%3,0590.0%0.20%
+1.5%
Q2 2019$280,0000.0%3,0590.0%0.20%
-14.4%
Q1 2019$280,0003,0590.23%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
Q3 Asset Management 450,008$41,184,00032.62%
Covalis Capital LLP 1,133,618$103,748,00022.27%
Paragon Advisors, LLC 361,709$33,104,00017.82%
VisionPoint Advisory Group, LLC 291,487$26,677,00013.45%
Frontier Wealth Management LLC 1,714,612$156,921,00012.84%
Titan Capital Management, LLC /TX 143,510$13,134,00012.47%
ALETHEA CAPITAL MANAGEMENT, LLC 184,284$16,866,0008.46%
Spectrum Planning & Advisory Services Inc. 83,579$7,649,0008.22%
Aveo Capital Partners, LLC 42,978$3,933,0006.08%
Jackson Wealth Management, LLC 425,496$38,941,0005.31%
View complete list of SPDR SER TR shareholders