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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,961,330 | +45.8% | 746,790 | +49.3% | 0.60% | +49.9% |
| Q2 2023 | $45,933,324 | +58.9% | 500,268 | +58.9% | 0.40% | +44.6% |
| Q1 2023 | $28,905,812 | +3668.0% | 314,810 | +20.4% | 0.28% | +607.7% |
| Q4 2022 | $767,134 | -96.5% | 261,429 | +10.6% | 0.04% | -84.3% |
| Q3 2022 | $21,647,000 | -23.9% | 236,323 | -24.0% | 0.25% | -2.0% |
| Q2 2022 | $28,440,000 | +56.2% | 310,855 | +56.1% | 0.25% | +82.7% |
| Q1 2022 | $18,209,000 | +18.3% | 199,159 | +18.3% | 0.14% | +20.9% |
| Q4 2021 | $15,393,000 | -39.8% | 168,360 | -39.8% | 0.12% | -29.4% |
| Q3 2021 | $25,569,000 | -18.4% | 279,569 | -18.4% | 0.16% | -40.5% |
| Q2 2021 | $31,350,000 | -3.0% | 342,738 | -3.0% | 0.27% | -11.0% |
| Q1 2021 | $32,327,000 | +6.3% | 353,297 | +6.3% | 0.31% | -2.8% |
| Q4 2020 | $30,408,000 | +0.8% | 332,255 | +0.8% | 0.32% | -19.1% |
| Q3 2020 | $30,161,000 | -2.8% | 329,542 | -2.8% | 0.39% | -9.0% |
| Q2 2020 | $31,020,000 | -19.4% | 338,906 | -19.3% | 0.43% | -39.0% |
| Q1 2020 | $38,479,000 | +69.4% | 419,939 | +69.0% | 0.71% | +100.0% |
| Q4 2019 | $22,714,000 | -5.0% | 248,429 | -4.8% | 0.35% | -5.1% |
| Q3 2019 | $23,902,000 | +129.3% | 260,991 | +129.4% | 0.37% | +97.9% |
| Q2 2019 | $10,422,000 | +29.5% | 113,765 | +29.5% | 0.19% | +18.2% |
| Q1 2019 | $8,047,000 | -20.0% | 87,853 | -26.5% | 0.16% | -34.3% |
| Q4 2018 | $10,056,000 | +45.0% | 119,586 | +58.0% | 0.24% | +70.4% |
| Q3 2018 | $6,933,000 | +903.3% | 75,707 | +901.7% | 0.14% | +1190.9% |
| Q2 2018 | $691,000 | -49.8% | 7,558 | -49.7% | 0.01% | -79.6% |
| Q1 2018 | $1,376,000 | +169.8% | 15,025 | +169.7% | 0.05% | +145.5% |
| Q4 2017 | $510,000 | – | 5,572 | – | 0.02% | – |
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% |