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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $9,957,000 | -25.1% | 108,785 | -25.0% | 8.93% | -32.3% |
| Q1 2020 | $13,286,000 | +2.0% | 144,995 | +1.8% | 13.18% | +22.8% |
| Q4 2019 | $13,020,000 | +1.0% | 142,408 | +1.2% | 10.73% | -7.6% |
| Q3 2019 | $12,894,000 | -56.9% | 140,785 | -57.0% | 11.61% | -57.6% |
| Q2 2019 | $29,918,000 | +153.1% | 327,042 | +152.9% | 27.39% | +139.7% |
| Q1 2019 | $11,822,000 | +33.3% | 129,292 | +33.3% | 11.42% | +18.7% |
| Q4 2018 | $8,868,000 | – | 96,959 | – | 9.62% | – |
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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% |