SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 296 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is 4.14 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,405 | +2.7% | 309,356 | +2.7% | 10.42% | +4.9% |
| Q2 2023 | $27,647 | +0.1% | 301,097 | +0.1% | 9.93% | -7.3% |
| Q1 2023 | $27,608 | +0.7% | 300,679 | +0.3% | 10.71% | -8.4% |
| Q4 2022 | $27,415 | -99.9% | 299,710 | -0.3% | 11.70% | -1.1% |
| Q3 2022 | $27,529,000 | -9.3% | 300,537 | -9.5% | 11.82% | -4.6% |
| Q2 2022 | $30,368,000 | -1.6% | 331,922 | -1.7% | 12.39% | +15.4% |
| Q1 2022 | $30,875,000 | +29.0% | 337,694 | +29.0% | 10.74% | +35.6% |
| Q4 2021 | $23,935,000 | -0.0% | 261,783 | +0.0% | 7.91% | -5.2% |
| Q3 2021 | $23,942,000 | +41.0% | 261,771 | +41.0% | 8.35% | +36.7% |
| Q2 2021 | $16,976,000 | +27.4% | 185,591 | +27.5% | 6.10% | +14.3% |
| Q1 2021 | $13,324,000 | +27.1% | 145,615 | +27.1% | 5.34% | +22.5% |
| Q4 2020 | $10,487,000 | -45.7% | 114,588 | -45.7% | 4.36% | -46.7% |
| Q3 2020 | $19,317,000 | +61.2% | 211,071 | +61.2% | 8.18% | +43.6% |
| Q2 2020 | $11,981,000 | -57.5% | 130,897 | -57.5% | 5.70% | -59.4% |
| Q1 2020 | $28,208,000 | +185.7% | 307,843 | +185.0% | 14.03% | +199.5% |
| Q4 2019 | $9,875,000 | -2.2% | 108,010 | -2.0% | 4.68% | -10.9% |
| Q3 2019 | $10,094,000 | +33.7% | 110,208 | +33.7% | 5.26% | +33.6% |
| Q2 2019 | $7,551,000 | +41850.0% | 82,426 | +42607.8% | 3.94% | +39250.0% |
| Q1 2019 | $18,000 | -99.9% | 193 | -99.9% | 0.01% | -99.9% |
| Q4 2018 | $22,266,000 | – | 243,448 | – | 12.39% | – |
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% |