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 | $818,700 | +0.1% | 8,916 | +0.1% | 0.04% | +5.4% |
| Q2 2023 | $817,982 | +7.3% | 8,909 | +7.3% | 0.04% | +2.8% |
| Q1 2023 | $762,106 | +0.4% | 8,300 | 0.0% | 0.04% | -2.7% |
| Q4 2022 | $759,201 | -0.1% | 8,300 | 0.0% | 0.04% | -11.9% |
| Q3 2022 | $760,000 | +0.1% | 8,300 | 0.0% | 0.04% | +7.7% |
| Q2 2022 | $759,000 | 0.0% | 8,300 | 0.0% | 0.04% | +11.4% |
| Q1 2022 | $759,000 | 0.0% | 8,300 | 0.0% | 0.04% | +6.1% |
| Q4 2021 | $759,000 | 0.0% | 8,300 | 0.0% | 0.03% | -13.2% |
| Q3 2021 | $759,000 | 0.0% | 8,300 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $759,000 | 0.0% | 8,300 | 0.0% | 0.04% | -7.1% |
| Q1 2021 | $759,000 | -23.2% | 8,300 | -23.1% | 0.04% | -27.6% |
| Q4 2020 | $988,000 | +30.0% | 10,800 | +30.1% | 0.06% | +13.7% |
| Q3 2020 | $760,000 | -31.4% | 8,300 | -31.4% | 0.05% | -36.2% |
| Q2 2020 | $1,108,000 | -36.9% | 12,100 | -36.8% | 0.08% | -47.7% |
| Q1 2020 | $1,755,000 | – | 19,156 | – | 0.15% | – |
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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% |