SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 400 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,405,512 | -16.9% | 37,089 | -16.9% | 0.42% | -3.6% |
| Q2 2023 | $4,098,569 | -11.6% | 44,637 | -11.6% | 0.44% | -18.2% |
| Q1 2023 | $4,635,165 | +51.0% | 50,481 | +50.5% | 0.54% | +68.7% |
| Q4 2022 | $3,068,819 | +376.5% | 33,550 | +377.2% | 0.32% | +331.1% |
| Q3 2022 | $644,000 | +0.2% | 7,030 | 0.0% | 0.07% | +8.8% |
| Q2 2022 | $643,000 | 0.0% | 7,030 | 0.0% | 0.07% | +7.9% |
| Q1 2022 | $643,000 | 0.0% | 7,030 | 0.0% | 0.06% | +5.0% |
| Q4 2021 | $643,000 | -26.8% | 7,030 | -26.8% | 0.06% | -35.5% |
| Q3 2021 | $878,000 | -32.4% | 9,605 | -32.4% | 0.09% | -32.1% |
| Q2 2021 | $1,299,000 | 0.0% | 14,200 | 0.0% | 0.14% | -9.9% |
| Q1 2021 | $1,299,000 | – | 14,200 | – | 0.15% | – |
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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% |