SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 423 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,161,409 | -29.2% | 77,994 | -29.2% | 4.07% | -26.1% |
| Q2 2023 | $10,116,819 | +15.8% | 110,181 | +15.8% | 5.50% | +1.9% |
| Q1 2023 | $8,738,969 | +116621.9% | 95,175 | +16.3% | 5.40% | +17.0% |
| Q4 2022 | $7,487 | -99.8% | 81,855 | +61.7% | 4.62% | +47.7% |
| Q3 2022 | $4,638,000 | -6.6% | 50,629 | -6.7% | 3.13% | -3.5% |
| Q2 2022 | $4,967,000 | +124.5% | 54,293 | +124.4% | 3.24% | +146.7% |
| Q1 2022 | $2,212,000 | +31.3% | 24,191 | +31.2% | 1.31% | +37.3% |
| Q4 2021 | $1,685,000 | +13.0% | 18,434 | +13.1% | 0.96% | +8.6% |
| Q3 2021 | $1,491,000 | -10.9% | 16,298 | -10.9% | 0.88% | -6.7% |
| Q2 2021 | $1,673,000 | -23.0% | 18,292 | -23.0% | 0.94% | -25.6% |
| Q1 2021 | $2,172,000 | -10.0% | 23,742 | -9.9% | 1.27% | -10.8% |
| Q4 2020 | $2,412,000 | -87.2% | 26,354 | -87.2% | 1.42% | -87.9% |
| Q3 2020 | $18,858,000 | +3.4% | 206,049 | +3.5% | 11.74% | -2.5% |
| Q2 2020 | $18,231,000 | +7.2% | 199,159 | +7.3% | 12.04% | -3.3% |
| Q1 2020 | $17,005,000 | +347.7% | 185,588 | +346.8% | 12.45% | +399.5% |
| Q4 2019 | $3,798,000 | – | 41,535 | – | 2.49% | – |
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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% |