SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $947,399 | -3.6% | 10,318 | -3.6% | 0.28% | +93.8% |
| Q2 2023 | $983,117 | +4.6% | 10,707 | +4.6% | 0.15% | -48.2% |
| Q1 2023 | $940,145 | +9.1% | 10,239 | +8.7% | 0.28% | +4.1% |
| Q4 2022 | $861,739 | +9.5% | 9,421 | +9.4% | 0.27% | +0.4% |
| Q3 2022 | $787,000 | +252.9% | 8,609 | +252.8% | 0.27% | +280.3% |
| Q2 2022 | $223,000 | +2.8% | 2,440 | +2.6% | 0.07% | +16.4% |
| Q1 2022 | $217,000 | -1.4% | 2,378 | -1.1% | 0.06% | +5.2% |
| Q4 2021 | $220,000 | -17.0% | 2,405 | -17.0% | 0.06% | -25.6% |
| Q3 2021 | $265,000 | 0.0% | 2,897 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $265,000 | -11.7% | 2,897 | -11.7% | 0.08% | -18.8% |
| Q1 2021 | $300,000 | 0.0% | 3,282 | 0.0% | 0.10% | +18.5% |
| Q4 2020 | $300,000 | 0.0% | 3,282 | 0.0% | 0.08% | -30.8% |
| Q3 2020 | $300,000 | -5.1% | 3,282 | -4.8% | 0.12% | -14.0% |
| Q2 2020 | $316,000 | -5.1% | 3,447 | -5.1% | 0.14% | -20.9% |
| Q1 2020 | $333,000 | +38.8% | 3,634 | +39.0% | 0.17% | +75.5% |
| Q3 2019 | $240,000 | 0.0% | 2,615 | 0.0% | 0.10% | 0.0% |
| Q2 2019 | $240,000 | – | 2,615 | – | 0.10% | – |
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% |