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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $405,187 | -12.9% | 4,413 | -12.9% | 0.11% | -17.8% |
| Q1 2023 | $465,214 | -7.3% | 5,067 | -7.7% | 0.14% | -17.2% |
| Q4 2022 | $502,060 | -0.6% | 5,489 | -0.4% | 0.16% | -10.9% |
| Q3 2022 | $505,000 | -1.8% | 5,510 | -1.9% | 0.18% | -4.2% |
| Q2 2022 | $514,000 | -6.0% | 5,614 | -6.2% | 0.19% | +7.3% |
| Q1 2022 | $547,000 | -9.7% | 5,986 | -9.7% | 0.18% | -7.3% |
| Q4 2021 | $606,000 | -10.9% | 6,629 | -10.8% | 0.19% | -17.6% |
| Q3 2021 | $680,000 | -1.2% | 7,431 | -1.2% | 0.23% | -7.5% |
| Q2 2021 | $688,000 | +9.0% | 7,520 | +9.0% | 0.25% | -6.7% |
| Q1 2021 | $631,000 | +3.3% | 6,899 | +3.3% | 0.27% | -4.6% |
| Q4 2020 | $611,000 | +23.7% | 6,681 | +23.9% | 0.28% | +8.4% |
| Q3 2020 | $494,000 | +1.4% | 5,393 | +1.4% | 0.26% | -8.1% |
| Q2 2020 | $487,000 | -63.4% | 5,321 | -63.4% | 0.28% | -75.9% |
| Q1 2020 | $1,332,000 | +260.0% | 14,537 | +258.9% | 1.18% | +169.4% |
| Q4 2019 | $370,000 | -19.6% | 4,050 | -19.3% | 0.44% | -32.2% |
| Q3 2019 | $460,000 | 0.0% | 5,020 | 0.0% | 0.65% | 0.0% |
| Q2 2019 | $460,000 | – | 5,020 | – | 0.65% | – |
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% |