SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 400 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,041,882 | 0.0% | 11,347 | 0.0% | 0.36% | +4.7% |
| Q2 2023 | $1,041,882 | 0.0% | 11,347 | 0.0% | 0.34% | -3.4% |
| Q1 2023 | $1,041,882 | -17.0% | 11,347 | -17.3% | 0.35% | -9.0% |
| Q4 2022 | $1,255,334 | -0.5% | 13,724 | -0.4% | 0.39% | -11.0% |
| Q3 2022 | $1,262,000 | +1.6% | 13,774 | +1.5% | 0.44% | -15.9% |
| Q2 2022 | $1,242,000 | -1.0% | 13,574 | -1.0% | 0.52% | +10.2% |
| Q1 2022 | $1,254,000 | 0.0% | 13,716 | 0.0% | 0.47% | +4.9% |
| Q4 2021 | $1,254,000 | -56.2% | 13,716 | -56.2% | 0.45% | -60.5% |
| Q1 2021 | $2,865,000 | -29.2% | 31,318 | -29.1% | 1.13% | -32.7% |
| Q4 2020 | $4,045,000 | -70.4% | 44,199 | -70.4% | 1.68% | -68.2% |
| Q3 2020 | $13,658,000 | -38.2% | 149,230 | -38.2% | 5.28% | -20.6% |
| Q2 2020 | $22,105,000 | -4.7% | 241,509 | -4.6% | 6.65% | -14.1% |
| Q1 2020 | $23,186,000 | +17.7% | 253,261 | +17.6% | 7.74% | +38.8% |
| Q4 2019 | $19,704,000 | +0.8% | 215,319 | +0.8% | 5.57% | -0.2% |
| Q3 2019 | $19,550,000 | +10.5% | 213,682 | +10.7% | 5.59% | +7.2% |
| Q2 2019 | $17,691,000 | +12.8% | 193,115 | +12.8% | 5.21% | +6.9% |
| Q1 2019 | $15,684,000 | – | 171,222 | – | 4.88% | – |
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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% |