BARTLETT & CO. WEALTH MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 385 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.

Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$1,927
-0.1%
210.0%0.00%
Q1 2024$1,928
+0.5%
210.0%0.00%
Q4 2023$1,919
-0.5%
210.0%0.00%
Q3 2023$1,9280.0%210.0%0.00%
Q2 2023$1,928
-47.5%
21
-47.5%
0.00%
Q1 2023$3,673
-96.5%
40
-96.5%
0.00%
-100.0%
Q4 2022$104,916
+2763.4%
1,147
+2767.5%
0.00%
Q3 2022$3,664
+0.1%
400.0%0.00%
Q2 2022$3,660
+0.1%
400.0%0.00%
Q1 2022$3,657
+90.4%
40
+90.5%
0.00%
Q3 2021$1,921
-91.2%
21
-91.2%
0.00%
Q2 2021$21,770
-40.8%
238
-40.8%
0.00%
-100.0%
Q1 2021$36,783
-0.0%
4020.0%0.00%0.0%
Q4 2020$36,7910.0%4020.0%0.00%0.0%
Q3 2020$36,791
+154.4%
402
+154.4%
0.00%
Q2 2020$14,462
+132.2%
158
+132.4%
0.00%
Q2 2019$6,229
-76.7%
68
-76.7%
0.00%
-100.0%
Q1 2018$26,7332920.00%
Other shareholders
SPDR SER TR shareholders Q3 2021
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