SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 392 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,914,870 | +78.2% | 42,636 | +78.2% | 4.59% | +260.0% |
| Q2 2023 | $2,196,534 | -61.7% | 23,922 | -61.7% | 1.27% | -52.7% |
| Q1 2023 | $5,740,770 | +36.9% | 62,522 | +36.3% | 2.69% | -21.6% |
| Q4 2022 | $4,194,448 | +23.5% | 45,856 | +23.7% | 3.44% | +19.6% |
| Q3 2022 | $3,395,000 | +567.0% | 37,058 | +565.4% | 2.87% | +1412.6% |
| Q2 2021 | $509,000 | +2.8% | 5,569 | +3.0% | 0.19% | -3.1% |
| Q1 2021 | $495,000 | -12.2% | 5,408 | -12.3% | 0.20% | -12.9% |
| Q4 2020 | $564,000 | +64.4% | 6,165 | +64.4% | 0.22% | +41.5% |
| Q3 2020 | $343,000 | – | 3,751 | – | 0.16% | – |
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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% |