SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 100 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $628,203 | -32.7% | 6,842 | -32.7% | 0.08% | -29.7% |
| Q2 2023 | $933,872 | +0.1% | 10,171 | +0.1% | 0.11% | -0.9% |
| Q1 2023 | $933,137 | -24.4% | 10,163 | -24.7% | 0.11% | -36.4% |
| Q4 2022 | $1,234,724 | +132.5% | 13,499 | +133.0% | 0.18% | +122.8% |
| Q3 2022 | $531,000 | +9.5% | 5,793 | +9.3% | 0.08% | +16.2% |
| Q2 2022 | $485,000 | -24.5% | 5,301 | -24.6% | 0.07% | -13.9% |
| Q1 2022 | $642,000 | -9.6% | 7,026 | -9.6% | 0.08% | -1.2% |
| Q4 2021 | $710,000 | -44.7% | 7,769 | -44.7% | 0.08% | -49.0% |
| Q3 2021 | $1,285,000 | -0.3% | 14,053 | -0.3% | 0.16% | +0.6% |
| Q2 2021 | $1,289,000 | +43.2% | 14,093 | +43.3% | 0.16% | +34.5% |
| Q1 2021 | $900,000 | -0.2% | 9,832 | -0.3% | 0.12% | -3.3% |
| Q4 2020 | $902,000 | -11.3% | 9,861 | -11.3% | 0.12% | -18.9% |
| Q3 2020 | $1,017,000 | -0.1% | 11,117 | -0.1% | 0.15% | -8.1% |
| Q2 2020 | $1,018,000 | +0.8% | 11,127 | +0.9% | 0.16% | -16.1% |
| Q1 2020 | $1,010,000 | -14.0% | 11,027 | -14.2% | 0.19% | +6.7% |
| Q4 2019 | $1,175,000 | -0.2% | 12,854 | 0.0% | 0.18% | +5.3% |
| Q3 2019 | $1,177,000 | +4.8% | 12,854 | +4.9% | 0.17% | +1.2% |
| Q2 2019 | $1,123,000 | +0.1% | 12,254 | 0.0% | 0.17% | -1.2% |
| Q1 2019 | $1,122,000 | +0.1% | 12,254 | 0.0% | 0.17% | -9.0% |
| Q4 2018 | $1,121,000 | -0.8% | 12,254 | -0.7% | 0.19% | +13.9% |
| Q3 2018 | $1,130,000 | -2.4% | 12,344 | -2.3% | 0.16% | -8.8% |
| Q2 2018 | $1,158,000 | -7.5% | 12,640 | -7.5% | 0.18% | -15.4% |
| Q1 2018 | $1,252,000 | -5.2% | 13,671 | -5.3% | 0.21% | +2.9% |
| Q4 2017 | $1,320,000 | – | 14,443 | – | 0.21% | – |
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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% |