SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 136 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,653,969 | -24.9% | 94,248 | -24.9% | 0.34% | -24.0% |
| Q2 2023 | $11,518,105 | +44.1% | 125,441 | +44.1% | 0.44% | +34.0% |
| Q1 2023 | $7,993,891 | +6.5% | 87,060 | +6.1% | 0.33% | -12.5% |
| Q4 2022 | $7,503,901 | +46799.4% | 82,036 | +46777.7% | 0.38% | +37500.0% |
| Q1 2022 | $16,000 | +166.7% | 175 | +157.4% | 0.00% | -50.0% |
| Q3 2020 | $6,000 | -99.9% | 68 | -99.8% | 0.00% | -99.4% |
| Q2 2020 | $4,002,000 | +1073.6% | 43,720 | +1075.3% | 0.36% | +454.7% |
| Q3 2018 | $341,000 | 0.0% | 3,720 | 0.0% | 0.06% | +39.1% |
| Q2 2018 | $341,000 | 0.0% | 3,720 | 0.0% | 0.05% | -4.2% |
| Q1 2018 | $341,000 | – | 3,720 | – | 0.05% | – |
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% |