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 | $5,961,689 | +52.4% | 64,928 | +52.4% | 0.06% | +8.6% |
| Q2 2023 | $3,913,093 | -58.3% | 42,617 | -58.3% | 0.06% | -69.1% |
| Q1 2023 | $9,390,523 | +420.5% | 102,271 | +418.5% | 0.19% | +248.1% |
| Q4 2022 | $1,804,154 | -56.6% | 19,724 | -56.6% | 0.05% | -57.1% |
| Q3 2022 | $4,160,000 | -23.1% | 45,413 | -23.2% | 0.13% | -34.4% |
| Q2 2022 | $5,408,000 | +93.4% | 59,111 | +93.4% | 0.19% | +23.9% |
| Q1 2021 | $2,797,000 | +38.7% | 30,565 | +38.7% | 0.16% | +222.9% |
| Q4 2020 | $2,017,000 | +71.2% | 22,038 | +71.0% | 0.05% | +500.0% |
| Q4 2019 | $1,178,000 | -58.1% | 12,888 | -58.0% | 0.01% | -69.2% |
| Q3 2019 | $2,811,000 | +408.3% | 30,693 | +408.8% | 0.03% | +333.3% |
| Q2 2019 | $553,000 | -92.5% | 6,033 | -92.5% | 0.01% | -90.9% |
| Q1 2019 | $7,387,000 | -40.4% | 80,642 | -40.5% | 0.07% | -56.3% |
| Q4 2018 | $12,398,000 | +138.6% | 135,567 | +138.9% | 0.15% | +344.1% |
| Q3 2018 | $5,197,000 | +207.2% | 56,753 | +207.2% | 0.03% | +325.0% |
| Q2 2018 | $1,692,000 | +18.8% | 18,477 | +18.8% | 0.01% | 0.0% |
| Q1 2018 | $1,424,000 | – | 15,551 | – | 0.01% | – |
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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% |