SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 274 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is 0.14 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61 | -99.5% | 662 | -99.5% | 0.01% | -99.4% |
| Q2 2023 | $11,377 | +69.5% | 123,905 | +69.5% | 1.90% | +46.9% |
| Q1 2023 | $6,713 | -70.4% | 73,107 | -70.6% | 1.30% | -72.1% |
| Q4 2022 | $22,710 | -99.8% | 248,275 | +63.6% | 4.65% | +46.0% |
| Q3 2022 | $13,902,000 | +1390100.0% | 151,769 | +2168028.6% | 3.18% | – |
| Q2 2022 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | -94.4% | 7 | -96.5% | 0.00% | -100.0% |
| Q3 2020 | $18,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $18,000 | 0.0% | 200 | 0.0% | 0.01% | -25.0% |
| Q1 2020 | $18,000 | -96.7% | 200 | -96.6% | 0.01% | -95.5% |
| Q4 2019 | $540,000 | -5.1% | 5,908 | -4.8% | 0.18% | -14.8% |
| Q3 2019 | $569,000 | 0.0% | 6,208 | 0.0% | 0.21% | -0.5% |
| Q2 2019 | $569,000 | 0.0% | 6,208 | 0.0% | 0.21% | -7.9% |
| Q1 2019 | $569,000 | +0.2% | 6,208 | 0.0% | 0.23% | -35.3% |
| Q4 2018 | $568,000 | -0.2% | 6,208 | 0.0% | 0.35% | +60.2% |
| Q3 2018 | $569,000 | 0.0% | 6,208 | 0.0% | 0.22% | -4.7% |
| Q2 2018 | $569,000 | +3.5% | 6,208 | +3.3% | 0.23% | -18.6% |
| Q1 2018 | $550,000 | – | 6,008 | – | 0.28% | – |
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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% |