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 | $13,035,807 | -61.6% | 141,971 | -61.6% | 0.39% | -61.7% |
| Q2 2023 | $33,905,700 | -31.7% | 369,262 | -31.7% | 1.02% | -35.1% |
| Q1 2023 | $49,627,274 | -0.7% | 540,522 | -1.0% | 1.57% | -4.1% |
| Q4 2022 | $49,955,393 | +296.5% | 546,116 | +296.8% | 1.63% | +189.7% |
| Q2 2020 | $12,598,000 | -68.1% | 137,633 | -68.1% | 0.56% | -71.5% |
| Q1 2020 | $39,527,000 | -6.1% | 431,379 | -6.3% | 1.98% | +20.0% |
| Q4 2019 | $42,108,000 | -57.5% | 460,546 | -57.4% | 1.65% | -59.3% |
| Q3 2019 | $99,048,000 | +2.8% | 1,081,428 | +2.8% | 4.04% | +6.5% |
| Q2 2019 | $96,355,000 | – | 1,051,801 | – | 3.80% | – |
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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% |