SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 392 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,448,530 | -28.2% | 81,121 | -28.2% | 2.58% | -25.3% |
| Q2 2023 | $10,379,700 | +65.9% | 113,044 | +65.9% | 3.46% | +55.6% |
| Q1 2023 | $6,255,880 | +23.7% | 68,132 | +23.2% | 2.22% | +17.6% |
| Q4 2022 | $5,057,376 | +70.0% | 55,290 | +70.0% | 1.89% | +34.1% |
| Q3 2020 | $2,975,000 | +247.1% | 32,516 | +246.9% | 1.41% | +218.8% |
| Q2 2020 | $857,000 | -56.1% | 9,373 | -56.0% | 0.44% | -64.0% |
| Q1 2020 | $1,950,000 | +35.4% | 21,288 | +35.1% | 1.23% | +59.2% |
| Q4 2019 | $1,440,000 | +3.3% | 15,753 | +3.5% | 0.77% | -8.4% |
| Q3 2019 | $1,394,000 | +312.4% | 15,227 | +312.0% | 0.84% | +230.6% |
| Q1 2019 | $338,000 | -50.0% | 3,696 | -50.0% | 0.26% | -5.9% |
| Q4 2018 | $676,000 | – | 7,392 | – | 0.27% | – |
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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% |