SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 400 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,495,878 | +134.7% | 48,964 | +134.7% | 0.89% | +134.6% |
| Q2 2023 | $1,915,225 | -77.1% | 20,858 | -77.1% | 0.38% | -78.7% |
| Q1 2023 | $8,369,577 | -27.3% | 91,152 | -27.6% | 1.78% | -29.3% |
| Q4 2022 | $11,511,043 | +51.6% | 125,845 | +51.8% | 2.52% | +45.1% |
| Q3 2022 | $7,595,000 | -39.1% | 82,920 | -39.2% | 1.74% | -38.6% |
| Q2 2022 | $12,472,000 | +6043.8% | 136,320 | +6051.6% | 2.83% | +4772.4% |
| Q1 2021 | $203,000 | -24.0% | 2,216 | -24.0% | 0.06% | -34.1% |
| Q4 2020 | $267,000 | -94.5% | 2,914 | -94.5% | 0.09% | -96.4% |
| Q1 2020 | $4,823,000 | +21.3% | 52,634 | +21.0% | 2.46% | +14.7% |
| Q4 2017 | $3,977,000 | – | 43,508 | – | 2.14% | – |
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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% |