SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 398 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $645,000 | -2.0% | 7,052 | -2.1% | 0.28% | +19.0% |
| Q4 2021 | $658,000 | +1.9% | 7,200 | +2.0% | 0.24% | 0.0% |
| Q3 2021 | $646,000 | 0.0% | 7,060 | 0.0% | 0.24% | +3.0% |
| Q2 2021 | $646,000 | +11.4% | 7,060 | +11.4% | 0.23% | +2.7% |
| Q1 2021 | $580,000 | 0.0% | 6,340 | 0.0% | 0.22% | +4.7% |
| Q4 2020 | $580,000 | +33.6% | 6,340 | +33.8% | 0.21% | +18.2% |
| Q3 2020 | $434,000 | -22.6% | 4,740 | -22.7% | 0.18% | -27.9% |
| Q2 2020 | $561,000 | -0.2% | 6,130 | 0.0% | 0.25% | -72.4% |
| Q1 2020 | $562,000 | -54.1% | 6,130 | -54.2% | 0.91% | -1.8% |
| Q4 2019 | $1,225,000 | +162.3% | 13,394 | +162.6% | 0.92% | +170.5% |
| Q3 2019 | $467,000 | +29.4% | 5,100 | +29.4% | 0.34% | +34.1% |
| Q2 2019 | $361,000 | 0.0% | 3,940 | 0.0% | 0.26% | +13.3% |
| Q1 2019 | $361,000 | -30.2% | 3,940 | -30.3% | 0.22% | -36.4% |
| Q4 2018 | $517,000 | -1.3% | 5,650 | -1.2% | 0.35% | +31.1% |
| Q3 2018 | $524,000 | -3.3% | 5,720 | -3.4% | 0.27% | -18.2% |
| Q2 2018 | $542,000 | 0.0% | 5,920 | 0.0% | 0.33% | +0.3% |
| Q1 2018 | $542,000 | – | 5,920 | – | 0.33% | – |
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% |