SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 373 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 3.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,942 | -23.0% | 108,269 | -23.0% | 0.04% | -17.8% |
| Q2 2023 | $12,918 | +17.2% | 140,690 | +17.2% | 0.04% | 0.0% |
| Q1 2023 | $11,021 | +44.3% | 120,023 | +43.8% | 0.04% | +50.0% |
| Q4 2022 | $7,637 | -99.7% | 83,493 | +219.0% | 0.03% | +200.0% |
| Q3 2022 | $2,398,000 | +105.5% | 26,176 | +105.2% | 0.01% | +100.0% |
| Q2 2022 | $1,167,000 | +140.6% | 12,757 | +140.5% | 0.01% | +150.0% |
| Q1 2022 | $485,000 | -13.9% | 5,305 | -13.8% | 0.00% | 0.0% |
| Q4 2021 | $563,000 | -2.1% | 6,153 | -2.1% | 0.00% | 0.0% |
| Q3 2021 | $575,000 | +2.9% | 6,286 | +2.8% | 0.00% | 0.0% |
| Q2 2021 | $559,000 | -4.1% | 6,114 | -4.0% | 0.00% | -33.3% |
| Q1 2021 | $583,000 | +3.4% | 6,370 | +3.3% | 0.00% | 0.0% |
| Q4 2020 | $564,000 | -88.0% | 6,166 | -88.0% | 0.00% | -88.9% |
| Q3 2020 | $4,690,000 | -12.0% | 51,245 | -12.0% | 0.03% | -20.6% |
| Q2 2020 | $5,330,000 | +372.1% | 58,229 | +372.5% | 0.03% | +277.8% |
| Q1 2020 | $1,129,000 | -5.4% | 12,323 | -5.4% | 0.01% | -18.2% |
| Q2 2018 | $1,193,000 | – | 13,031 | – | 0.01% | – |
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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% |