SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 392 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,890,235 | +8.8% | 162,168 | +8.8% | 20.06% | +34.6% |
| Q2 2023 | $13,683,720 | -6.1% | 149,028 | -6.1% | 14.90% | -4.7% |
| Q1 2023 | $14,572,813 | +0.4% | 158,711 | +0.1% | 15.64% | -0.5% |
| Q4 2022 | $14,509,947 | -4.6% | 158,631 | -4.4% | 15.71% | +0.2% |
| Q3 2022 | $15,204,000 | -1.5% | 165,980 | -1.7% | 15.68% | +1.9% |
| Q2 2022 | $15,442,000 | -2.0% | 168,789 | -2.1% | 15.38% | -2.9% |
| Q1 2022 | $15,760,000 | +46.9% | 172,368 | +46.9% | 15.84% | +64.9% |
| Q4 2021 | $10,731,000 | -26.0% | 117,372 | -26.0% | 9.60% | -26.1% |
| Q3 2021 | $14,511,000 | -7.8% | 158,655 | -7.8% | 13.00% | -20.7% |
| Q2 2021 | $15,745,000 | 0.0% | 172,078 | 0.0% | 16.40% | +0.3% |
| Q1 2021 | $15,745,000 | +19.9% | 172,078 | +19.9% | 16.34% | +31.0% |
| Q4 2020 | $13,134,000 | -23.8% | 143,510 | -23.8% | 12.47% | -21.5% |
| Q3 2020 | $17,226,000 | -4.5% | 188,226 | -4.5% | 15.90% | -7.6% |
| Q2 2020 | $18,040,000 | -31.2% | 197,092 | -31.1% | 17.22% | -34.8% |
| Q1 2020 | $26,217,000 | -1.8% | 286,120 | -1.9% | 26.39% | +1.8% |
| Q4 2019 | $26,710,000 | 0.0% | 291,622 | 0.0% | 25.92% | 0.0% |
| Q3 2019 | $26,710,000 | -5.6% | 291,622 | -5.5% | 25.92% | -3.3% |
| Q2 2019 | $28,283,000 | +7.4% | 308,738 | +7.4% | 26.81% | -0.5% |
| Q1 2019 | $26,337,000 | -0.1% | 287,525 | -0.3% | 26.94% | -0.1% |
| Q4 2018 | $26,369,000 | – | 288,317 | – | 26.97% | – |
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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% |