SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 366 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 3.21 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,275,679 | +226.7% | 35,675 | +226.7% | 1.26% | +217.0% |
| Q2 2023 | $1,002,583 | 0.0% | 10,919 | 0.0% | 0.40% | -1.7% |
| Q1 2023 | $1,002,583 | +0.4% | 10,919 | 0.0% | 0.41% | -0.7% |
| Q4 2022 | $998,761 | -0.1% | 10,919 | 0.0% | 0.41% | -4.0% |
| Q3 2022 | $1,000,000 | +0.1% | 10,919 | 0.0% | 0.43% | +2.9% |
| Q2 2022 | $999,000 | +0.1% | 10,919 | 0.0% | 0.41% | +10.7% |
| Q1 2022 | $998,000 | 0.0% | 10,919 | 0.0% | 0.37% | +3.3% |
| Q4 2021 | $998,000 | -0.1% | 10,919 | 0.0% | 0.36% | -17.9% |
| Q3 2021 | $999,000 | 0.0% | 10,919 | 0.0% | 0.44% | +5.8% |
| Q2 2021 | $999,000 | 0.0% | 10,919 | 0.0% | 0.42% | -7.9% |
| Q1 2021 | $999,000 | 0.0% | 10,919 | 0.0% | 0.45% | -2.8% |
| Q4 2020 | $999,000 | 0.0% | 10,919 | 0.0% | 0.47% | -30.6% |
| Q3 2020 | $999,000 | -0.1% | 10,919 | 0.0% | 0.67% | +36.9% |
| Q2 2020 | $1,000,000 | -0.1% | 10,919 | 0.0% | 0.49% | -8.2% |
| Q1 2020 | $1,001,000 | +0.3% | 10,919 | 0.0% | 0.53% | +49.6% |
| Q4 2019 | $998,000 | -0.2% | 10,919 | 0.0% | 0.36% | -3.3% |
| Q3 2019 | $1,000,000 | 0.0% | 10,919 | 0.0% | 0.37% | -3.1% |
| Q2 2019 | $1,000,000 | 0.0% | 10,919 | 0.0% | 0.38% | +3.8% |
| Q1 2019 | $1,000,000 | +0.1% | 10,919 | 0.0% | 0.37% | -7.8% |
| Q4 2018 | $999,000 | – | 10,919 | – | 0.40% | – |
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% |