SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 398 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,788,000 | -9.7% | 19,555 | -9.7% | 0.66% | -18.8% |
| Q3 2021 | $1,981,000 | -19.4% | 21,655 | -19.4% | 0.82% | -18.0% |
| Q2 2021 | $2,459,000 | -4.0% | 26,883 | -3.9% | 1.00% | -10.5% |
| Q1 2021 | $2,561,000 | -3.2% | 27,988 | -3.2% | 1.11% | -5.5% |
| Q4 2020 | $2,647,000 | +2.2% | 28,927 | +2.2% | 1.18% | -9.6% |
| Q3 2020 | $2,591,000 | -0.0% | 28,315 | 0.0% | 1.30% | -12.8% |
| Q2 2020 | $2,592,000 | +1.4% | 28,315 | +1.5% | 1.50% | -30.0% |
| Q1 2020 | $2,555,000 | +20.2% | 27,883 | +19.9% | 2.14% | +12.3% |
| Q4 2019 | $2,126,000 | +0.0% | 23,249 | +0.2% | 1.90% | -2.7% |
| Q3 2019 | $2,125,000 | +0.2% | 23,201 | +0.2% | 1.96% | +1.1% |
| Q2 2019 | $2,121,000 | -31.2% | 23,154 | -31.2% | 1.93% | -31.8% |
| Q1 2019 | $3,082,000 | -21.1% | 33,649 | -21.2% | 2.83% | -31.8% |
| Q4 2018 | $3,904,000 | – | 42,691 | – | 4.16% | – |
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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% |