SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 373 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 3.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,868,027 | +97.2% | 85,690 | +97.2% | 2.37% | +78.9% |
| Q1 2023 | $3,989,201 | +269.4% | 43,446 | +268.3% | 1.32% | +124.4% |
| Q2 2020 | $1,080,000 | +16.3% | 11,797 | +16.4% | 0.59% | -8.4% |
| Q1 2020 | $929,000 | +44.0% | 10,138 | +43.8% | 0.64% | +102.5% |
| Q4 2019 | $645,000 | -4.3% | 7,050 | -4.2% | 0.32% | -20.3% |
| Q3 2019 | $674,000 | +11.6% | 7,357 | +11.5% | 0.40% | +7.0% |
| Q2 2019 | $604,000 | – | 6,598 | – | 0.37% | – |
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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% |