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 2021 | $1,146,000 | +21.3% | 12,529 | +21.3% | 2.09% | +27.8% |
| Q2 2021 | $945,000 | -20.1% | 10,331 | -20.0% | 1.63% | -21.5% |
| Q1 2021 | $1,182,000 | -5.7% | 12,921 | -5.6% | 2.08% | -9.0% |
| Q4 2020 | $1,253,000 | -28.6% | 13,690 | -28.6% | 2.28% | +293.1% |
| Q3 2020 | $1,755,000 | -45.8% | 19,172 | -45.8% | 0.58% | -53.2% |
| Q2 2020 | $3,239,000 | +8.8% | 35,387 | +8.9% | 1.24% | -11.8% |
| Q1 2020 | $2,977,000 | +1110.2% | 32,488 | +1107.7% | 1.41% | +1146.0% |
| Q4 2019 | $246,000 | – | 2,690 | – | 0.11% | – |
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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% |