SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,226,197 | -53.0% | 24,338 | -52.9% | 3.04% | -36.5% |
| Q3 2022 | $4,732,000 | -34.7% | 51,655 | -34.8% | 4.78% | -36.7% |
| Q2 2022 | $7,249,000 | -1.4% | 79,230 | -1.5% | 7.56% | +12.5% |
| Q1 2022 | $7,351,000 | -1.0% | 80,403 | -1.0% | 6.72% | -0.4% |
| Q4 2021 | $7,423,000 | +14.7% | 81,193 | +14.7% | 6.75% | +6.4% |
| Q3 2021 | $6,473,000 | -5.0% | 70,771 | -5.0% | 6.34% | -3.1% |
| Q2 2021 | $6,813,000 | +0.4% | 74,480 | +0.4% | 6.55% | -6.1% |
| Q1 2021 | $6,789,000 | -11.2% | 74,201 | -11.2% | 6.98% | -15.2% |
| Q4 2020 | $7,649,000 | – | 83,579 | – | 8.22% | – |
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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% |