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 | $27,923,197 | +16.6% | 304,108 | +16.6% | 0.01% | +16.7% |
| Q2 2023 | $23,957,399 | +872029.6% | 260,917 | +772.0% | 0.01% | +500.0% |
| Q1 2023 | $2,747 | -56.7% | 29,921 | -56.9% | 0.00% | -50.0% |
| Q4 2022 | $6,348 | -99.4% | 69,397 | +453.8% | 0.00% | +300.0% |
| Q3 2022 | $1,148,000 | +100.0% | 12,531 | +99.6% | 0.00% | – |
| Q3 2021 | $574,000 | -16.4% | 6,278 | -16.4% | 0.00% | – |
| Q4 2020 | $687,000 | -85.5% | 7,510 | -85.5% | 0.00% | -100.0% |
| Q3 2020 | $4,738,000 | +14.4% | 51,770 | +14.4% | 0.01% | 0.0% |
| Q2 2020 | $4,143,000 | +973.3% | 45,264 | +974.9% | 0.01% | +500.0% |
| Q1 2020 | $386,000 | -98.6% | 4,211 | -98.6% | 0.00% | -97.1% |
| Q4 2019 | $26,956,000 | +19.9% | 294,823 | +20.1% | 0.03% | -5.6% |
| Q3 2019 | $22,483,000 | +5153.0% | 245,485 | +5151.0% | 0.04% | +3500.0% |
| Q2 2019 | $428,000 | -94.8% | 4,675 | -94.8% | 0.00% | -91.7% |
| Q1 2019 | $8,208,000 | +153.3% | 89,608 | +152.9% | 0.01% | +140.0% |
| Q4 2018 | $3,240,000 | -1.2% | 35,429 | -1.0% | 0.01% | +25.0% |
| Q3 2018 | $3,278,000 | +1376.6% | 35,794 | +1374.2% | 0.00% | – |
| Q2 2018 | $222,000 | – | 2,428 | – | 0.00% | – |
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% |