SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 312 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is 2.41 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,642,959 | +106.4% | 39,675 | +106.4% | 1.43% | +108.3% |
| Q2 2023 | $1,765,240 | -12.7% | 19,225 | -12.7% | 0.69% | -12.7% |
| Q1 2023 | $2,022,336 | -32.4% | 22,025 | -32.7% | 0.79% | -25.5% |
| Q4 2022 | $2,993,356 | +184.8% | 32,725 | +185.2% | 1.06% | +182.8% |
| Q3 2022 | $1,051,000 | +9.3% | 11,475 | +9.1% | 0.37% | +24.7% |
| Q2 2022 | $962,000 | -10.2% | 10,515 | -10.2% | 0.30% | +7.9% |
| Q1 2022 | $1,071,000 | -21.0% | 11,715 | -21.0% | 0.28% | -21.8% |
| Q4 2021 | $1,355,000 | +31.9% | 14,825 | +32.1% | 0.35% | +26.4% |
| Q3 2021 | $1,027,000 | +3.7% | 11,225 | +3.7% | 0.28% | +18.6% |
| Q2 2021 | $990,000 | +13.0% | 10,825 | +13.1% | 0.24% | +1.7% |
| Q1 2021 | $876,000 | +62.8% | 9,575 | +63.0% | 0.23% | +74.4% |
| Q4 2020 | $538,000 | -4.4% | 5,875 | -4.5% | 0.13% | -20.8% |
| Q3 2020 | $563,000 | -2.4% | 6,150 | -2.4% | 0.17% | -9.2% |
| Q2 2020 | $577,000 | 0.0% | 6,300 | 0.0% | 0.18% | -15.9% |
| Q1 2020 | $577,000 | -32.0% | 6,300 | -32.1% | 0.22% | -22.3% |
| Q4 2019 | $848,000 | +23.1% | 9,275 | +23.3% | 0.28% | +25.2% |
| Q3 2019 | $689,000 | 0.0% | 7,525 | 0.0% | 0.23% | -19.3% |
| Q2 2019 | $689,000 | -4.4% | 7,525 | -4.4% | 0.28% | -8.2% |
| Q1 2019 | $721,000 | -5.9% | 7,875 | -6.0% | 0.30% | -17.8% |
| Q4 2018 | $766,000 | -10.9% | 8,375 | -10.7% | 0.37% | -10.2% |
| Q3 2018 | $860,000 | -6.3% | 9,375 | -6.5% | 0.41% | -14.1% |
| Q2 2018 | $918,000 | +34.2% | 10,025 | +34.1% | 0.48% | +17.6% |
| Q1 2018 | $684,000 | +43.1% | 7,475 | +43.1% | 0.41% | +62.3% |
| Q4 2017 | $478,000 | – | 5,225 | – | 0.25% | – |
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% |