SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 100 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,960,231 | +1.8% | 75,803 | +1.4% | 0.02% | -11.1% |
| Q4 2022 | $6,836,468 | -51.7% | 74,740 | -51.6% | 0.02% | -52.6% |
| Q3 2022 | $14,155,000 | -8.5% | 154,527 | -8.6% | 0.04% | -2.6% |
| Q2 2022 | $15,468,000 | -40.5% | 169,063 | -40.6% | 0.04% | +39.3% |
| Q1 2022 | $26,016,000 | +128.5% | 284,538 | +128.5% | 0.03% | +16.7% |
| Q4 2021 | $11,387,000 | +54.9% | 124,545 | +55.0% | 0.02% | +26.3% |
| Q3 2021 | $7,350,000 | -50.9% | 80,359 | -50.8% | 0.02% | -83.8% |
| Q1 2020 | $14,961,000 | -3.7% | 163,277 | -4.0% | 0.12% | +21.9% |
| Q4 2019 | $15,543,000 | +2055.8% | 170,000 | +2057.4% | 0.10% | +1271.4% |
| Q4 2018 | $721,000 | -74.1% | 7,880 | -74.1% | 0.01% | -66.7% |
| Q3 2018 | $2,784,000 | -64.4% | 30,400 | -64.4% | 0.02% | -80.4% |
| Q2 2018 | $7,830,000 | +266.7% | 85,500 | +266.5% | 0.11% | +282.1% |
| Q1 2018 | $2,135,000 | +41.0% | 23,330 | +40.8% | 0.03% | +40.0% |
| Q4 2017 | $1,514,000 | – | 16,570 | – | 0.02% | – |
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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% |