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 | $435,594 | +15.6% | 4,744 | +15.6% | 0.05% | +20.5% |
| Q2 2023 | $376,773 | +0.2% | 4,103 | +0.2% | 0.04% | -4.3% |
| Q1 2023 | $375,895 | +0.6% | 4,094 | +0.2% | 0.05% | -4.2% |
| Q4 2022 | $373,520 | -2.5% | 4,084 | -2.3% | 0.05% | 0.0% |
| Q3 2022 | $383,000 | +935.1% | 4,181 | +945.2% | 0.05% | +1100.0% |
| Q1 2021 | $37,000 | -99.5% | 400 | -99.5% | 0.00% | -99.6% |
| Q1 2020 | $6,864,000 | +3.6% | 74,914 | +3.3% | 0.92% | +17.1% |
| Q4 2019 | $6,628,000 | +3.4% | 72,496 | +3.6% | 0.79% | +0.1% |
| Q3 2019 | $6,412,000 | – | 70,003 | – | 0.79% | – |
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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% |