SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 165 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,693,450 | +31.6% | 62,007 | +31.6% | 0.29% | +28.4% |
| Q2 2023 | $4,327,808 | +318.9% | 47,134 | +318.9% | 0.22% | +281.4% |
| Q1 2023 | $1,033,220 | +171.4% | 11,253 | +170.4% | 0.06% | +145.8% |
| Q4 2022 | $380,706 | +10.0% | 4,162 | +10.1% | 0.02% | -7.7% |
| Q3 2022 | $346,000 | +68.8% | 3,781 | +68.9% | 0.03% | +100.0% |
| Q2 2021 | $205,000 | +412.5% | 2,239 | +408.9% | 0.01% | +18.2% |
| Q1 2018 | $40,000 | – | 440 | – | 0.01% | – |
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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% |