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 | $17,862,452 | -8.0% | 194,539 | -8.0% | 3.60% | +2.2% |
| Q2 2023 | $19,418,149 | -5.5% | 211,482 | -5.5% | 3.52% | -14.4% |
| Q1 2023 | $20,544,213 | +37.9% | 223,746 | +37.3% | 4.11% | +28.7% |
| Q4 2022 | $14,901,322 | +57.5% | 162,911 | +54.7% | 3.19% | +16.1% |
| Q3 2022 | $9,460,000 | +258.6% | 105,312 | +260.8% | 2.75% | +383.7% |
| Q2 2022 | $2,638,000 | +37.9% | 29,191 | +38.1% | 0.57% | +83.5% |
| Q1 2022 | $1,913,000 | -29.0% | 21,137 | -29.0% | 0.31% | -28.1% |
| Q4 2021 | $2,693,000 | +57.8% | 29,769 | +58.0% | 0.43% | +50.7% |
| Q3 2021 | $1,707,000 | -19.4% | 18,847 | -18.7% | 0.29% | -12.3% |
| Q2 2021 | $2,119,000 | -87.5% | 23,171 | -87.5% | 0.33% | -89.8% |
| Q1 2020 | $16,978,000 | +7124.7% | 185,290 | +7109.7% | 3.21% | +12736.0% |
| Q4 2019 | $235,000 | -45.7% | 2,570 | -45.7% | 0.02% | -34.2% |
| Q2 2019 | $433,000 | – | 4,732 | – | 0.04% | – |
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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% |