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 | $3,619,862 | -23.5% | 39,423 | -23.5% | 1.75% | -20.9% |
| Q2 2023 | $4,733,930 | -2.5% | 51,557 | -2.5% | 2.21% | -3.8% |
| Q1 2023 | $4,853,998 | +8.0% | 52,864 | +7.6% | 2.29% | +2.2% |
| Q4 2022 | $4,492,549 | +12.9% | 49,115 | +13.1% | 2.24% | +13.0% |
| Q3 2022 | $3,979,000 | +20.8% | 43,440 | +20.7% | 1.98% | +6.0% |
| Q2 2022 | $3,293,000 | +12.5% | 35,990 | +12.4% | 1.87% | +24.8% |
| Q1 2022 | $2,928,000 | +24.0% | 32,020 | +24.0% | 1.50% | +33.2% |
| Q4 2021 | $2,361,000 | +1013.7% | 25,820 | +1012.9% | 1.13% | +905.4% |
| Q2 2021 | $212,000 | -63.3% | 2,320 | -63.3% | 0.11% | -68.3% |
| Q1 2021 | $578,000 | -43.8% | 6,320 | -43.7% | 0.35% | -57.7% |
| Q3 2020 | $1,028,000 | 0.0% | 11,230 | 0.0% | 0.83% | 0.0% |
| Q2 2020 | $1,028,000 | -5.7% | 11,230 | -5.8% | 0.83% | -12.2% |
| Q4 2019 | $1,090,000 | +308.2% | 11,920 | +308.2% | 0.95% | +251.9% |
| Q3 2019 | $267,000 | -38.3% | 2,920 | -38.2% | 0.27% | -29.5% |
| Q2 2019 | $433,000 | – | 4,725 | – | 0.38% | – |
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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% |