SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,551,714 | -60.3% | 147,590 | -60.3% | 0.02% | -59.2% |
| Q2 2023 | $34,094,786 | +36.7% | 371,322 | +36.7% | 0.05% | +32.4% |
| Q1 2023 | $24,934,364 | -92.2% | 271,557 | -92.2% | 0.04% | -92.7% |
| Q4 2022 | $318,018,597 | -26.5% | 3,476,753 | -26.4% | 0.50% | -29.5% |
| Q3 2022 | $432,602,000 | -1.9% | 4,722,731 | -2.0% | 0.72% | +6.5% |
| Q2 2022 | $440,942,000 | +45.0% | 4,820,088 | +44.9% | 0.67% | +67.2% |
| Q1 2022 | $304,175,000 | +244.1% | 3,326,867 | +244.4% | 0.40% | +249.6% |
| Q1 2021 | $88,397,000 | – | 966,086 | – | 0.12% | – |
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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% |