SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 373 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 3.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,567 | -19.5% | 3,557 | -19.5% | 0.06% | -19.4% |
| Q2 2023 | $405,447 | -20.7% | 4,416 | -20.7% | 0.07% | -27.3% |
| Q1 2023 | $511,256 | -59.0% | 5,568 | -59.2% | 0.10% | -62.6% |
| Q4 2022 | $1,247,633 | +4.5% | 13,640 | +4.6% | 0.26% | -7.0% |
| Q3 2022 | $1,194,000 | -45.3% | 13,035 | -45.4% | 0.28% | -45.2% |
| Q2 2022 | $2,183,000 | +499.7% | 23,858 | +498.7% | 0.52% | +612.3% |
| Q1 2022 | $364,000 | +3.7% | 3,985 | +3.7% | 0.07% | +4.3% |
| Q4 2021 | $351,000 | +50.6% | 3,843 | +51.1% | 0.07% | -2.8% |
| Q3 2021 | $233,000 | -33.6% | 2,544 | -33.6% | 0.07% | -30.8% |
| Q2 2021 | $351,000 | -22.9% | 3,832 | -22.9% | 0.10% | -37.3% |
| Q1 2021 | $455,000 | +37.0% | 4,969 | +37.1% | 0.17% | +27.7% |
| Q4 2020 | $332,000 | -4.0% | 3,625 | -4.1% | 0.13% | -28.2% |
| Q3 2020 | $346,000 | -65.4% | 3,781 | -65.4% | 0.18% | -74.0% |
| Q2 2020 | $1,000,000 | -4.0% | 10,927 | -3.9% | 0.70% | -32.4% |
| Q1 2020 | $1,042,000 | – | 11,375 | – | 1.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| St. Louis Financial Planners Asset Management, LLC | 913,362 | $83,545,268 | 66.87% |
| Second Half Financial Partners, LLC | 1,100,976 | $101,091,629 | 50.35% |
| Constant Guidance Financial LLC | 383,711 | $35,088,468 | 46.33% |
| Fortis Group Advisors, LLC | 959,274 | $88,080,577 | 27.00% |
| Lake Hills Wealth Management, LLC | 283,066 | $25,991,120 | 26.30% |
| Impact Partnership Wealth, LLC | 900,539 | $82,687,462 | 25.73% |
| Cypress Capital, LLC | 826,581 | $75,896,677 | 23.29% |
| SYKON CAPITAL LLC | 563,865 | $51,774,084 | 22.17% |
| Spartan Planning & Wealth Management | 196,662 | $18,057,505 | 21.16% |
| UDINE WEALTH MANAGEMENT, INC. | 226,895 | $20,833,499 | 20.15% |