SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 366 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 3.21 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,789,000 | -47.8% | 19,552 | -47.8% | 0.61% | +1.0% |
| Q2 2020 | $3,426,000 | +164.1% | 37,450 | +164.5% | 0.61% | +17.7% |
| Q1 2020 | $1,297,000 | +20.3% | 14,160 | +20.0% | 0.52% | +210.2% |
| Q4 2019 | $1,078,000 | -24.3% | 11,796 | -24.2% | 0.17% | -66.1% |
| Q2 2019 | $1,424,000 | -4.8% | 15,555 | -4.8% | 0.49% | -4.5% |
| Q1 2019 | $1,496,000 | -54.0% | 16,338 | -54.0% | 0.51% | -11.2% |
| Q4 2018 | $3,250,000 | – | 35,556 | – | 0.58% | – |
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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% |