SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 432 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 3.26 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,584,848 | +32.0% | 28,151 | +32.0% | 0.10% | +38.6% |
| Q2 2023 | $1,958,107 | +127.8% | 21,325 | +127.8% | 0.07% | +141.4% |
| Q1 2023 | $859,746 | +9.2% | 9,363 | +8.8% | 0.03% | +3.6% |
| Q4 2022 | $787,126 | +7.8% | 8,605 | +8.0% | 0.03% | 0.0% |
| Q3 2022 | $730,000 | +51.5% | 7,966 | +51.3% | 0.03% | +64.7% |
| Q2 2022 | $482,000 | -65.5% | 5,265 | -65.5% | 0.02% | -69.1% |
| Q3 2020 | $1,397,000 | -17.3% | 15,268 | -17.3% | 0.06% | -25.7% |
| Q2 2020 | $1,689,000 | -73.2% | 18,456 | -73.2% | 0.07% | -80.3% |
| Q1 2020 | $6,309,000 | +90.0% | 68,856 | +89.6% | 0.38% | +167.9% |
| Q4 2019 | $3,321,000 | -15.8% | 36,326 | -15.7% | 0.14% | -25.9% |
| Q3 2019 | $3,946,000 | +0.6% | 43,088 | +0.6% | 0.19% | -6.4% |
| Q2 2019 | $3,924,000 | +2.3% | 42,837 | +2.3% | 0.20% | -7.3% |
| Q1 2019 | $3,835,000 | +65.7% | 41,870 | +65.5% | 0.22% | +29.8% |
| Q4 2018 | $2,314,000 | – | 25,302 | – | 0.17% | – |
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% |