SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 180 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $492,303 | -7.4% | 5,362 | -7.4% | 0.01% | -8.3% |
| Q2 2023 | $531,786 | -54.7% | 5,792 | -54.7% | 0.01% | -57.1% |
| Q1 2023 | $1,174,102 | +81.4% | 12,787 | +80.7% | 0.03% | +47.4% |
| Q4 2022 | $647,420 | -25.2% | 7,078 | -25.1% | 0.02% | -40.6% |
| Q3 2022 | $866,000 | -10.4% | 9,451 | -10.5% | 0.03% | -22.0% |
| Q2 2022 | $966,000 | -1.2% | 10,562 | -1.3% | 0.04% | +10.8% |
| Q1 2022 | $978,000 | +152.7% | 10,697 | +152.9% | 0.04% | +131.2% |
| Q2 2021 | $387,000 | -29.4% | 4,230 | -29.4% | 0.02% | -38.5% |
| Q1 2021 | $548,000 | -38.5% | 5,991 | -38.4% | 0.03% | -43.5% |
| Q4 2020 | $891,000 | -53.0% | 9,732 | -53.0% | 0.05% | -64.9% |
| Q3 2020 | $1,894,000 | -10.3% | 20,694 | -10.3% | 0.13% | -13.8% |
| Q2 2020 | $2,111,000 | -18.3% | 23,061 | -18.2% | 0.15% | -33.6% |
| Q1 2020 | $2,583,000 | +81.3% | 28,191 | +80.8% | 0.23% | +104.5% |
| Q4 2019 | $1,425,000 | +4813.8% | 15,590 | +4818.0% | 0.11% | +1766.7% |
| Q2 2018 | $29,000 | -77.9% | 317 | -77.8% | 0.01% | -79.3% |
| Q1 2018 | $131,000 | -6.4% | 1,429 | -6.5% | 0.03% | +81.2% |
| Q4 2017 | $140,000 | – | 1,528 | – | 0.02% | – |
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% |