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 | $202,463 | 0.0% | 2,205 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $202,463 | +0.3% | 2,205 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $201,758 | -0.1% | 2,205 | 0.0% | 0.02% | -11.8% |
| Q3 2022 | $202,000 | -2.4% | 2,205 | -2.7% | 0.02% | 0.0% |
| Q2 2022 | $207,000 | 0.0% | 2,267 | 0.0% | 0.02% | +21.4% |
| Q1 2022 | $207,000 | 0.0% | 2,267 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $207,000 | 0.0% | 2,267 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $207,000 | 0.0% | 2,267 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $207,000 | -1.0% | 2,267 | -0.9% | 0.01% | -7.7% |
| Q1 2021 | $209,000 | -3.2% | 2,288 | -2.9% | 0.01% | -18.8% |
| Q4 2020 | $216,000 | -37.9% | 2,356 | -38.0% | 0.02% | -51.5% |
| Q3 2020 | $348,000 | -7.9% | 3,803 | -7.9% | 0.03% | +10.0% |
| Q2 2020 | $378,000 | -98.4% | 4,130 | -98.4% | 0.03% | -98.1% |
| Q4 2019 | $24,164,000 | -8.2% | 264,054 | -8.3% | 1.61% | -25.0% |
| Q3 2019 | $26,335,000 | +37.0% | 287,973 | +37.0% | 2.15% | +47.5% |
| Q2 2019 | $19,228,000 | +24.5% | 210,276 | +24.5% | 1.46% | +25.7% |
| Q1 2019 | $15,442,000 | +3.3% | 168,875 | +3.3% | 1.16% | -17.5% |
| Q4 2018 | $14,947,000 | -0.5% | 163,428 | -0.4% | 1.41% | +35.7% |
| Q3 2018 | $15,020,000 | +18.3% | 164,014 | +18.3% | 1.04% | -3.4% |
| Q2 2018 | $12,697,000 | -0.1% | 138,691 | -0.1% | 1.07% | +3.4% |
| Q1 2018 | $12,711,000 | +6.8% | 138,845 | +6.7% | 1.04% | +6.1% |
| Q4 2017 | $11,899,000 | – | 130,183 | – | 0.98% | – |
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% |