SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 432 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 3.26 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $519,000 | -4.1% | 5,671 | -4.1% | 0.07% | -4.3% |
| Q3 2020 | $541,000 | +1.7% | 5,911 | +1.7% | 0.07% | -10.4% |
| Q2 2020 | $532,000 | +4.7% | 5,811 | +4.9% | 0.08% | -9.4% |
| Q1 2020 | $508,000 | +5.8% | 5,541 | +5.6% | 0.08% | +54.5% |
| Q4 2019 | $480,000 | +11.6% | 5,249 | +11.8% | 0.06% | -3.5% |
| Q3 2019 | $430,000 | -1.1% | 4,697 | -1.1% | 0.06% | +9.6% |
| Q2 2019 | $435,000 | -2.5% | 4,749 | -2.5% | 0.05% | -3.7% |
| Q1 2019 | $446,000 | -5.5% | 4,869 | -5.7% | 0.05% | -14.3% |
| Q4 2018 | $472,000 | -2.7% | 5,164 | -2.5% | 0.06% | +8.6% |
| Q3 2018 | $485,000 | +33.2% | 5,297 | +33.5% | 0.06% | +26.1% |
| Q2 2018 | $364,000 | – | 3,969 | – | 0.05% | – |
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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% |