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 | $222,021 | 0.0% | 2,418 | 0.0% | 0.12% | +22.2% |
| Q2 2023 | $222,021 | 0.0% | 2,418 | 0.0% | 0.10% | +3.1% |
| Q1 2023 | $222,021 | -21.0% | 2,418 | -21.3% | 0.10% | -24.4% |
| Q4 2022 | $281,179 | -0.3% | 3,074 | 0.0% | 0.13% | -0.8% |
| Q3 2022 | $282,000 | +0.4% | 3,074 | 0.0% | 0.13% | +13.3% |
| Q2 2022 | $281,000 | 0.0% | 3,074 | 0.0% | 0.11% | +11.9% |
| Q1 2022 | $281,000 | -55.5% | 3,074 | -55.4% | 0.10% | -40.9% |
| Q4 2021 | $631,000 | -8.4% | 6,898 | -8.4% | 0.17% | -7.6% |
| Q3 2021 | $689,000 | +7.8% | 7,529 | +7.8% | 0.18% | +26.7% |
| Q2 2021 | $639,000 | -36.5% | 6,983 | -34.6% | 0.15% | -43.8% |
| Q4 2020 | $1,007,000 | +21.6% | 10,675 | +18.0% | 0.26% | -8.1% |
| Q3 2020 | $828,000 | -79.6% | 9,050 | -79.6% | 0.28% | -82.0% |
| Q2 2020 | $4,064,000 | – | 44,400 | – | 1.58% | – |
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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% |