SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 274 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is 0.14 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $570,000 | -63.0% | 6,227 | -63.0% | 0.35% | -67.4% |
| Q3 2020 | $1,539,000 | -6.7% | 16,817 | -6.7% | 1.08% | -8.0% |
| Q2 2020 | $1,650,000 | +2.3% | 18,026 | +2.3% | 1.17% | -9.8% |
| Q1 2020 | $1,613,000 | +6.8% | 17,628 | +6.7% | 1.30% | +20.0% |
| Q4 2019 | $1,510,000 | -29.4% | 16,515 | -29.3% | 1.08% | -37.8% |
| Q3 2019 | $2,139,000 | -89.4% | 23,369 | -89.3% | 1.74% | -89.8% |
| Q2 2019 | $20,095,000 | -30.2% | 219,356 | -30.2% | 17.00% | -32.4% |
| Q1 2019 | $28,797,000 | -18.8% | 314,381 | -19.0% | 25.14% | -32.2% |
| Q4 2018 | $35,477,000 | – | 387,892 | – | 37.08% | – |
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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% |