ALTFEST L J & CO INC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 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
ALTFEST L J & CO INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$13,465
+35.4%
146,645
+35.4%
2.12%
+42.2%
Q2 2023$9,942
+24.4%
108,280
+24.5%
1.49%
+19.3%
Q1 2023$7,989
+61.5%
87,004
+60.9%
1.25%
+52.9%
Q4 2022$4,946
-98.1%
54,076
+1817.6%
0.82%
+1606.2%
Q3 2022$258,000
-18.4%
2,820
-18.4%
0.05%
-15.8%
Q2 2022$316,000
-17.5%
3,455
-17.5%
0.06%
-16.2%
Q1 2022$383,000
-94.4%
4,190
-94.4%
0.07%
-94.8%
Q4 2021$6,858,000
+36.7%
75,010
+36.8%
1.31%
+24.5%
Q3 2021$5,015,000
+131.0%
54,834
+131.1%
1.05%
+124.6%
Q2 2021$2,171,000
-55.9%
23,732
-55.9%
0.47%
-59.8%
Q1 2021$4,925,000
-42.5%
53,824
-42.4%
1.16%
-44.5%
Q4 2020$8,559,000
-14.9%
93,518
-14.9%
2.10%
-21.6%
Q3 2020$10,059,000
-63.4%
109,911
-63.4%
2.67%
-66.2%
Q2 2020$27,456,000
+70.9%
299,971
+71.1%
7.90%
+57.0%
Q1 2020$16,069,000175,3655.03%
Other shareholders
SPDR SER TR shareholders Q1 2022
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