Marks Group Wealth Management, Inc - 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
Marks Group Wealth Management, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$620,795
-1.8%
6,761
-1.8%
0.08%
+2.7%
Q2 2023$632,364
-5.8%
6,887
-5.8%
0.08%
-12.8%
Q1 2023$671,021
-8.0%
7,308
-8.3%
0.09%
-14.0%
Q4 2022$729,016
-57.9%
7,970
-57.8%
0.10%
-62.0%
Q3 2022$1,731,000
-4.8%
18,902
-4.9%
0.26%
+0.4%
Q2 2022$1,819,000
-14.9%
19,877
-15.0%
0.26%
-2.6%
Q1 2022$2,137,000
-5.5%
23,375
-5.5%
0.27%
-2.5%
Q4 2021$2,262,000
-20.2%
24,743
-20.2%
0.28%
-28.1%
Q3 2021$2,836,000
+990.8%
31,004
+991.3%
0.38%
+966.7%
Q2 2021$260,000
-75.2%
2,841
-75.2%
0.04%
-76.8%
Q1 2021$1,048,000
+263.9%
11,457
+263.6%
0.16%
+244.4%
Q4 2020$288,000
-37.1%
3,151
-37.1%
0.04%
-45.8%
Q3 2020$458,000
-7.3%
5,009
-7.1%
0.08%
-17.0%
Q2 2020$494,000
-44.7%
5,392
-44.8%
0.10%
-56.7%
Q1 2020$894,000
+80.6%
9,764
+80.4%
0.23%
+138.1%
Q4 2019$495,0005,4120.10%
Other shareholders
SPDR SER TR shareholders Q4 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