SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 432 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 3.26 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,319 | -36.1% | 2,683 | -36.1% | 0.06% | -30.4% |
| Q2 2023 | $385,512 | -41.5% | 4,199 | -41.5% | 0.09% | -45.6% |
| Q1 2023 | $658,704 | -15.0% | 7,174 | -15.3% | 0.17% | -22.5% |
| Q4 2022 | $774,692 | -45.4% | 8,469 | -45.3% | 0.22% | -52.2% |
| Q3 2022 | $1,417,835 | -6.1% | 15,479 | -6.2% | 0.46% | -3.6% |
| Q2 2022 | $1,510,000 | +51.6% | 16,504 | +51.6% | 0.47% | +83.3% |
| Q1 2022 | $996,000 | +292.1% | 10,889 | +292.3% | 0.26% | +296.9% |
| Q4 2021 | $254,000 | -15.3% | 2,776 | -15.5% | 0.06% | -37.5% |
| Q1 2021 | $300,000 | -44.2% | 3,284 | -44.1% | 0.10% | -50.7% |
| Q3 2020 | $538,000 | -40.6% | 5,878 | -40.7% | 0.21% | -47.8% |
| Q2 2020 | $906,000 | +92.4% | 9,904 | +92.8% | 0.40% | +54.2% |
| Q1 2020 | $471,000 | -7.6% | 5,137 | -7.9% | 0.26% | -15.2% |
| Q4 2018 | $510,000 | – | 5,576 | – | 0.31% | – |
Download | ||||||
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% |