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 | $10,098 | -95.1% | 109,974 | -95.1% | 0.50% | -94.9% |
| Q2 2023 | $205,812 | +280.7% | 2,241,473 | +280.7% | 9.82% | +263.0% |
| Q1 2023 | $54,056 | -71.8% | 588,714 | -71.9% | 2.70% | -74.3% |
| Q4 2022 | $191,588 | -99.9% | 2,094,540 | -0.1% | 10.53% | -2.4% |
| Q3 2022 | $192,103,000 | +930.4% | 2,097,193 | +929.2% | 10.79% | +963.0% |
| Q2 2022 | $18,643,000 | -49.4% | 203,772 | -49.5% | 1.02% | -39.8% |
| Q1 2022 | $36,874,000 | +4764.6% | 403,300 | +4763.1% | 1.69% | +5012.1% |
| Q4 2021 | $758,000 | -12.6% | 8,293 | -12.5% | 0.03% | -19.5% |
| Q3 2021 | $867,000 | +0.9% | 9,478 | +0.9% | 0.04% | 0.0% |
| Q2 2021 | $859,000 | -0.7% | 9,392 | -0.7% | 0.04% | -14.6% |
| Q1 2021 | $865,000 | +12.2% | 9,458 | +12.2% | 0.05% | -29.4% |
| Q4 2020 | $771,000 | -4.0% | 8,427 | -3.9% | 0.07% | -11.7% |
| Q3 2020 | $803,000 | -10.9% | 8,770 | -10.9% | 0.08% | -9.4% |
| Q2 2020 | $901,000 | +13.6% | 9,842 | +13.7% | 0.08% | -9.6% |
| Q1 2020 | $793,000 | +108.1% | 8,658 | +108.0% | 0.09% | +176.5% |
| Q4 2019 | $381,000 | – | 4,162 | – | 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% |