SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 261 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is 0.17 and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,530,420 | +44.5% | 376,066 | +44.5% | 1.35% | +48.5% |
| Q2 2023 | $23,891,833 | +11.0% | 260,203 | +11.0% | 0.91% | +2.7% |
| Q1 2023 | $21,531,366 | +67.6% | 234,495 | +66.9% | 0.88% | +53.6% |
| Q4 2022 | $12,849,152 | +60.6% | 140,474 | +60.8% | 0.58% | +39.6% |
| Q3 2022 | $8,002,000 | +413.9% | 87,357 | +413.2% | 0.41% | +300.0% |
| Q2 2022 | $1,557,000 | +38.0% | 17,023 | +38.0% | 0.10% | +63.5% |
| Q1 2022 | $1,128,000 | +28.6% | 12,333 | +28.6% | 0.06% | +37.0% |
| Q4 2021 | $877,000 | +16.0% | 9,590 | +16.0% | 0.05% | +2.2% |
| Q3 2021 | $756,000 | -7.8% | 8,264 | -7.8% | 0.04% | -8.2% |
| Q2 2021 | $820,000 | +241.7% | 8,960 | +241.1% | 0.05% | +206.2% |
| Q1 2021 | $240,000 | -59.2% | 2,627 | -59.1% | 0.02% | -68.6% |
| Q3 2020 | $588,000 | +85.5% | 6,426 | +85.5% | 0.05% | +6.2% |
| Q3 2018 | $317,000 | – | 3,464 | – | 0.05% | – |
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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% |