SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 400 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,087 | +27.6% | 11,835 | +27.5% | 0.00% | +33.3% |
| Q2 2023 | $852 | -98.3% | 9,279 | -98.3% | 0.00% | -98.3% |
| Q4 2022 | $48,901 | -98.9% | 534,608 | +1051.6% | 0.17% | +981.2% |
| Q3 2022 | $4,253,000 | -29.6% | 46,425 | -29.7% | 0.02% | -23.8% |
| Q2 2022 | $6,045,000 | +12.9% | 66,077 | +12.8% | 0.02% | +23.5% |
| Q1 2022 | $5,356,000 | +134.8% | 58,578 | +134.9% | 0.02% | +142.9% |
| Q3 2021 | $2,281,000 | +582.9% | 24,935 | +582.2% | 0.01% | +600.0% |
| Q2 2021 | $334,000 | -74.8% | 3,655 | -74.8% | 0.00% | -75.0% |
| Q4 2020 | $1,328,000 | +48.4% | 14,513 | +48.4% | 0.00% | 0.0% |
| Q3 2020 | $895,000 | -15.4% | 9,781 | -15.4% | 0.00% | -20.0% |
| Q2 2020 | $1,058,000 | -94.0% | 11,559 | -94.0% | 0.01% | -94.4% |
| Q1 2020 | $17,531,000 | +699.8% | 191,328 | +698.0% | 0.09% | +900.0% |
| Q4 2019 | $2,192,000 | +0.4% | 23,976 | +0.5% | 0.01% | -10.0% |
| Q3 2019 | $2,184,000 | -32.4% | 23,850 | -32.3% | 0.01% | -28.6% |
| Q2 2019 | $3,229,000 | -32.9% | 35,251 | -32.9% | 0.01% | -36.4% |
| Q1 2019 | $4,814,000 | -76.9% | 52,550 | -76.9% | 0.02% | -79.2% |
| Q4 2018 | $20,816,000 | +454.6% | 227,595 | +455.4% | 0.11% | +562.5% |
| Q3 2018 | $3,753,000 | -18.7% | 40,977 | -18.7% | 0.02% | -20.0% |
| Q2 2018 | $4,616,000 | -17.0% | 50,407 | -17.1% | 0.02% | -13.0% |
| Q1 2018 | $5,564,000 | – | 60,779 | – | 0.02% | – |
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% |