SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 423 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,946 | -9.9% | 2,635 | -10.2% | 0.02% | -17.9% |
| Q4 2022 | $268,464 | -63.5% | 2,935 | -63.5% | 0.03% | -46.2% |
| Q4 2021 | $736,000 | -3.9% | 8,045 | -3.9% | 0.05% | -17.5% |
| Q3 2021 | $766,000 | -5.3% | 8,373 | -5.3% | 0.06% | -6.0% |
| Q1 2021 | $809,000 | -8.2% | 8,841 | -8.2% | 0.07% | -15.2% |
| Q4 2020 | $881,000 | -26.8% | 9,626 | -26.8% | 0.08% | -37.3% |
| Q3 2020 | $1,204,000 | -89.4% | 13,151 | -89.4% | 0.13% | -89.3% |
| Q2 2020 | $11,370,000 | -12.8% | 124,221 | -12.7% | 1.18% | -24.7% |
| Q1 2020 | $13,033,000 | +3460.9% | 142,236 | +3448.8% | 1.57% | +4796.9% |
| Q4 2019 | $366,000 | – | 4,008 | – | 0.03% | – |
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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% |