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 | $23,594,813 | +29.2% | 256,968 | +29.2% | 0.31% | +33.6% |
| Q2 2023 | $18,255,527 | +567.2% | 198,819 | +567.2% | 0.23% | +518.9% |
| Q1 2023 | $2,736,296 | +0.3% | 29,801 | -0.1% | 0.04% | -2.6% |
| Q4 2022 | $2,727,880 | +0.8% | 29,823 | +1.0% | 0.04% | -11.6% |
| Q3 2022 | $2,705,000 | -3.7% | 29,532 | -3.8% | 0.04% | 0.0% |
| Q2 2022 | $2,809,000 | -1.4% | 30,703 | -1.5% | 0.04% | +7.5% |
| Q1 2022 | $2,849,000 | +43.5% | 31,158 | +43.4% | 0.04% | +42.9% |
| Q4 2021 | $1,986,000 | -28.7% | 21,725 | -28.7% | 0.03% | -36.4% |
| Q3 2021 | $2,786,000 | -2.6% | 30,463 | -2.6% | 0.04% | -4.3% |
| Q2 2021 | $2,860,000 | +2.8% | 31,263 | +2.8% | 0.05% | -8.0% |
| Q1 2021 | $2,783,000 | +20.2% | 30,418 | +20.2% | 0.05% | +16.3% |
| Q4 2020 | $2,315,000 | -22.0% | 25,300 | -22.0% | 0.04% | -28.3% |
| Q3 2020 | $2,969,000 | -9.5% | 32,436 | -9.5% | 0.06% | -16.7% |
| Q2 2020 | $3,281,000 | -0.1% | 35,850 | -0.0% | 0.07% | -11.1% |
| Q1 2020 | $3,285,000 | +512.9% | 35,856 | +512.1% | 0.08% | +710.0% |
| Q4 2019 | $536,000 | -4.3% | 5,858 | -4.3% | 0.01% | -9.1% |
| Q3 2019 | $560,000 | -5.9% | 6,119 | -5.7% | 0.01% | -8.3% |
| Q2 2019 | $595,000 | -4.2% | 6,492 | -4.3% | 0.01% | -7.7% |
| Q1 2019 | $621,000 | -53.0% | 6,782 | -53.1% | 0.01% | -59.4% |
| Q4 2018 | $1,322,000 | – | 14,453 | – | 0.03% | – |
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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% |