SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,765,189 | +106.3% | 30,115 | +106.3% | 0.19% | +108.9% |
| Q2 2023 | $1,340,187 | -66.8% | 14,596 | -66.8% | 0.09% | -69.1% |
| Q1 2023 | $4,031,424 | -18.6% | 43,906 | -18.9% | 0.29% | -24.2% |
| Q4 2022 | $4,951,469 | -63.6% | 54,132 | -63.5% | 0.38% | -66.0% |
| Q3 2022 | $13,601,000 | +2.7% | 148,485 | +2.6% | 1.13% | +1.7% |
| Q2 2022 | $13,237,000 | +55.6% | 144,680 | +55.5% | 1.11% | +64.8% |
| Q1 2022 | $8,508,000 | +209.5% | 93,053 | +209.7% | 0.67% | +174.7% |
| Q4 2021 | $2,749,000 | +45.2% | 30,047 | +45.2% | 0.24% | +54.1% |
| Q3 2021 | $1,893,000 | -31.1% | 20,693 | -31.1% | 0.16% | -34.8% |
| Q2 2021 | $2,749,000 | +617.8% | 30,047 | +618.0% | 0.24% | +369.2% |
| Q3 2020 | $383,000 | -93.1% | 4,185 | -93.1% | 0.05% | -93.5% |
| Q2 2020 | $5,535,000 | +343.2% | 60,471 | +343.7% | 0.80% | +142.4% |
| Q1 2020 | $1,249,000 | -52.8% | 13,628 | -52.9% | 0.33% | -51.2% |
| Q4 2019 | $2,648,000 | +14.1% | 28,961 | +14.3% | 0.67% | +5.7% |
| Q3 2019 | $2,321,000 | +489.1% | 25,337 | +488.7% | 0.64% | +374.6% |
| Q2 2019 | $394,000 | -83.0% | 4,304 | -83.0% | 0.13% | -84.3% |
| Q4 2018 | $2,321,000 | +220.6% | 25,379 | +220.7% | 0.85% | +202.8% |
| Q3 2018 | $724,000 | +126.2% | 7,914 | +126.1% | 0.28% | +146.5% |
| Q4 2017 | $320,000 | – | 3,500 | – | 0.11% | – |
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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% |