SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,574,254 | +31.3% | 202,289 | +31.3% | 0.23% | 0.0% |
| Q2 2023 | $14,151,176 | +0.1% | 154,119 | +0.1% | 0.23% | -4.1% |
| Q1 2023 | $14,133,540 | +121.2% | 153,926 | +120.3% | 0.24% | +94.4% |
| Q4 2022 | $6,390,916 | +522.9% | 69,869 | +524.2% | 0.12% | +439.1% |
| Q3 2022 | $1,026,000 | -54.1% | 11,193 | -54.2% | 0.02% | -51.1% |
| Q2 2022 | $2,236,000 | -90.5% | 24,454 | -90.5% | 0.05% | -85.4% |
| Q1 2022 | $23,496,000 | +362.8% | 256,981 | +362.8% | 0.32% | +143.9% |
| Q4 2021 | $5,077,000 | +425.6% | 55,531 | +425.8% | 0.13% | +450.0% |
| Q3 2021 | $966,000 | -78.4% | 10,561 | -78.4% | 0.02% | -84.8% |
| Q2 2021 | $4,473,000 | +97.8% | 48,901 | +97.7% | 0.16% | +13.7% |
| Q1 2021 | $2,261,000 | +496.6% | 24,738 | +495.8% | 0.14% | +434.6% |
| Q4 2020 | $379,000 | +86.7% | 4,152 | +87.6% | 0.03% | +30.0% |
| Q3 2020 | $203,000 | -51.6% | 2,213 | -51.6% | 0.02% | -52.4% |
| Q2 2020 | $419,000 | – | 4,572 | – | 0.04% | – |
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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% |