SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,011,067 | +43.0% | 261,504 | +43.0% | 13.40% | +45.6% |
| Q2 2023 | $16,785,124 | +0.2% | 182,808 | +0.2% | 9.20% | -0.3% |
| Q1 2023 | $16,752,121 | -25.2% | 182,443 | -25.5% | 9.23% | -26.1% |
| Q4 2022 | $22,406,857 | -12.1% | 244,964 | -12.0% | 12.49% | -20.1% |
| Q3 2022 | $25,494,000 | +189.8% | 278,319 | +189.3% | 15.64% | +186.2% |
| Q2 2022 | $8,796,000 | +2746.6% | 96,198 | +2746.9% | 5.47% | +3096.5% |
| Q1 2022 | $309,000 | 0.0% | 3,379 | 0.0% | 0.17% | +4.9% |
| Q4 2021 | $309,000 | +14.4% | 3,379 | +14.6% | 0.16% | +7.9% |
| Q3 2021 | $270,000 | 0.0% | 2,948 | 0.0% | 0.15% | +2.0% |
| Q2 2021 | $270,000 | -1.8% | 2,948 | -2.0% | 0.15% | 0.0% |
| Q1 2021 | $275,000 | – | 3,008 | – | 0.15% | – |
| Q4 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2018 | $16,122,000 | +0.2% | 176,036 | +0.2% | 7.28% | -4.9% |
| Q2 2018 | $16,096,000 | +2.1% | 175,750 | +2.0% | 7.65% | -5.2% |
| Q1 2018 | $15,770,000 | – | 172,248 | – | 8.07% | – |
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% |