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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,835,390 | +44.0% | 19,989 | +44.0% | 0.07% | +27.3% |
| Q1 2023 | $1,274,829 | +96.2% | 13,884 | +95.4% | 0.06% | +71.9% |
| Q4 2022 | $649,803 | -21.1% | 7,104 | -21.2% | 0.03% | -30.4% |
| Q4 2021 | $824,000 | +8.9% | 9,012 | +8.9% | 0.05% | -9.8% |
| Q3 2021 | $757,000 | -36.2% | 8,272 | -36.2% | 0.05% | -39.3% |
| Q2 2021 | $1,186,000 | +27.5% | 12,969 | +27.6% | 0.08% | +2.4% |
| Q1 2021 | $930,000 | +64.3% | 10,166 | +64.4% | 0.08% | +28.1% |
| Q4 2020 | $566,000 | -1.0% | 6,182 | -1.1% | 0.06% | -16.9% |
| Q3 2020 | $572,000 | +4.6% | 6,253 | +4.7% | 0.08% | -9.4% |
| Q2 2020 | $547,000 | +10.5% | 5,972 | +10.5% | 0.08% | -12.4% |
| Q1 2020 | $495,000 | – | 5,405 | – | 0.10% | – |
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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% |