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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $717,000 | -21.8% | 7,832 | -21.8% | 0.80% | -27.4% |
| Q4 2020 | $917,000 | -38.2% | 10,021 | -38.2% | 1.10% | -47.0% |
| Q3 2020 | $1,485,000 | -13.1% | 16,224 | -13.1% | 2.07% | -9.0% |
| Q2 2020 | $1,709,000 | -15.4% | 18,675 | -15.3% | 2.27% | -17.1% |
| Q1 2020 | $2,020,000 | -9.6% | 22,042 | -9.8% | 2.74% | +28.3% |
| Q4 2019 | $2,234,000 | -7.8% | 24,437 | -7.6% | 2.14% | -7.6% |
| Q3 2019 | $2,422,000 | -30.0% | 26,446 | -30.0% | 2.31% | -24.5% |
| Q2 2019 | $3,462,000 | -4.6% | 37,792 | -4.6% | 3.06% | -1.3% |
| Q1 2019 | $3,628,000 | -32.5% | 39,604 | -32.6% | 3.10% | -32.6% |
| Q4 2018 | $5,375,000 | -14.2% | 58,769 | -14.0% | 4.60% | -2.4% |
| Q3 2018 | $6,262,000 | +8.5% | 68,373 | +8.5% | 4.71% | +10.8% |
| Q2 2018 | $5,773,000 | – | 63,037 | – | 4.25% | – |
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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% |