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 | $210,176 | 0.0% | 2,289 | 0.0% | 0.17% | +1.2% |
| Q1 2023 | $210,176 | +21002.0% | 2,289 | -79.0% | 0.17% | -77.6% |
| Q4 2022 | $996 | -99.9% | 10,890 | 0.0% | 0.74% | -3.6% |
| Q3 2022 | $998,000 | +0.2% | 10,890 | 0.0% | 0.77% | +13.8% |
| Q2 2022 | $996,000 | 0.0% | 10,890 | 0.0% | 0.68% | +12.8% |
| Q1 2022 | $996,000 | 0.0% | 10,890 | 0.0% | 0.60% | 0.0% |
| Q4 2021 | $996,000 | 0.0% | 10,890 | 0.0% | 0.60% | -10.0% |
| Q3 2021 | $996,000 | -20.9% | 10,890 | -20.9% | 0.67% | -22.1% |
| Q2 2021 | $1,259,000 | +29.1% | 13,766 | +29.2% | 0.86% | +15.5% |
| Q1 2021 | $975,000 | +1.9% | 10,653 | +1.9% | 0.74% | -9.5% |
| Q4 2020 | $957,000 | +74.3% | 10,452 | +74.3% | 0.82% | +57.2% |
| Q3 2020 | $549,000 | -43.4% | 5,996 | -43.4% | 0.52% | -50.0% |
| Q2 2020 | $970,000 | +349.1% | 10,600 | +349.9% | 1.05% | +284.9% |
| Q1 2020 | $216,000 | – | 2,356 | – | 0.27% | – |
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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% |