SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 400 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $247,000 | 0.0% | 2,705 | 0.0% | 0.03% | +10.0% |
| Q1 2022 | $247,000 | -37.3% | 2,705 | -37.2% | 0.03% | -42.3% |
| Q4 2021 | $394,000 | -45.1% | 4,305 | -45.2% | 0.05% | -52.3% |
| Q3 2021 | $718,000 | +67.0% | 7,855 | +67.1% | 0.11% | +51.4% |
| Q2 2021 | $430,000 | -28.8% | 4,700 | -28.9% | 0.07% | -47.8% |
| Q1 2021 | $604,000 | -8.8% | 6,606 | -8.6% | 0.14% | -20.7% |
| Q4 2020 | $662,000 | -13.7% | 7,231 | -13.7% | 0.17% | -26.9% |
| Q3 2020 | $767,000 | -23.6% | 8,381 | -23.6% | 0.24% | -33.3% |
| Q2 2020 | $1,004,000 | +17.3% | 10,966 | +17.3% | 0.36% | -2.2% |
| Q1 2020 | $856,000 | +165.0% | 9,346 | +164.4% | 0.36% | +228.8% |
| Q4 2019 | $323,000 | -30.7% | 3,535 | -30.5% | 0.11% | -33.9% |
| Q3 2019 | $466,000 | +9.6% | 5,083 | +9.5% | 0.17% | -40.2% |
| Q2 2019 | $425,000 | -2.1% | 4,641 | -2.0% | 0.28% | -5.7% |
| Q1 2019 | $434,000 | – | 4,738 | – | 0.30% | – |
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% |