SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,352,061 | +13.0% | 69,179 | +13.0% | 0.29% | +15.4% |
| Q2 2023 | $5,623,619 | -1.6% | 61,246 | -1.6% | 0.25% | -6.6% |
| Q1 2023 | $5,713,597 | +1353832.9% | 62,226 | +1247.8% | 0.27% | +1331.6% |
| Q4 2022 | $422 | -99.9% | 4,617 | -46.2% | 0.02% | -48.6% |
| Q3 2022 | $787,000 | -27.3% | 8,587 | -27.4% | 0.04% | -21.3% |
| Q2 2022 | $1,082,000 | -13.6% | 11,828 | -13.7% | 0.05% | +6.8% |
| Q1 2022 | $1,253,000 | -33.1% | 13,705 | -33.1% | 0.04% | -26.7% |
| Q4 2021 | $1,873,000 | +105.1% | 20,486 | +105.1% | 0.06% | +233.3% |
| Q3 2021 | $913,000 | 0.0% | 9,986 | 0.0% | 0.02% | -47.1% |
| Q2 2021 | $913,000 | -55.5% | 9,986 | -55.5% | 0.03% | -59.5% |
| Q1 2021 | $2,052,000 | – | 22,426 | – | 0.08% | – |
Download | ||||||
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% |