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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $269,000 | 0.0% | 2,943 | 0.0% | 0.06% | +3.4% |
| Q1 2022 | $269,000 | 0.0% | 2,943 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $269,000 | 0.0% | 2,943 | 0.0% | 0.06% | -1.7% |
| Q3 2021 | $269,000 | 0.0% | 2,943 | 0.0% | 0.06% | -3.2% |
| Q2 2021 | $269,000 | 0.0% | 2,943 | 0.0% | 0.06% | -15.1% |
| Q1 2021 | $269,000 | -27.1% | 2,943 | -27.0% | 0.07% | -34.8% |
| Q4 2020 | $369,000 | -11.7% | 4,033 | -11.8% | 0.11% | -20.0% |
| Q3 2020 | $418,000 | -22.9% | 4,573 | -22.8% | 0.14% | -26.7% |
| Q2 2020 | $542,000 | +9.3% | 5,926 | +9.5% | 0.19% | +0.5% |
| Q1 2020 | $496,000 | -45.2% | 5,414 | -45.3% | 0.19% | -30.7% |
| Q4 2019 | $905,000 | – | 9,902 | – | 0.27% | – |
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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% |