SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 392 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $524,123 | -0.2% | 5,730 | 0.0% | 0.09% | -6.1% |
| Q3 2022 | $525,000 | -76.3% | 5,730 | -76.4% | 0.10% | -74.4% |
| Q2 2022 | $2,217,000 | +0.1% | 24,230 | 0.0% | 0.38% | +18.6% |
| Q1 2022 | $2,215,000 | -2.0% | 24,230 | -2.0% | 0.32% | +5.9% |
| Q4 2021 | $2,261,000 | +242.1% | 24,730 | +242.0% | 0.30% | +211.2% |
| Q3 2021 | $661,000 | -16.3% | 7,230 | -16.3% | 0.10% | -16.2% |
| Q2 2021 | $790,000 | -0.1% | 8,640 | 0.0% | 0.12% | -6.4% |
| Q1 2021 | $791,000 | +23.8% | 8,640 | +23.8% | 0.12% | +16.8% |
| Q4 2020 | $639,000 | -58.5% | 6,980 | -58.5% | 0.11% | -63.2% |
| Q3 2020 | $1,540,000 | +10.5% | 16,830 | +10.5% | 0.29% | +1.7% |
| Q2 2020 | $1,394,000 | +63.6% | 15,230 | +63.8% | 0.29% | +43.0% |
| Q1 2020 | $852,000 | +0.2% | 9,300 | 0.0% | 0.20% | +25.8% |
| Q4 2019 | $850,000 | -0.2% | 9,300 | 0.0% | 0.16% | -5.9% |
| Q3 2019 | $852,000 | 0.0% | 9,300 | 0.0% | 0.17% | -2.9% |
| Q2 2019 | $852,000 | 0.0% | 9,300 | 0.0% | 0.17% | -3.3% |
| Q1 2019 | $852,000 | +0.1% | 9,300 | 0.0% | 0.18% | -11.8% |
| Q4 2018 | $851,000 | -0.1% | 9,300 | 0.0% | 0.20% | +10.9% |
| Q3 2018 | $852,000 | 0.0% | 9,300 | 0.0% | 0.18% | -7.1% |
| Q2 2018 | $852,000 | – | 9,300 | – | 0.20% | – |
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% |