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 | $618,500 | -49.1% | 6,736 | -49.1% | 0.49% | -47.6% |
| Q2 2023 | $1,215,697 | +4.0% | 13,240 | +4.0% | 0.94% | -1.2% |
| Q1 2023 | $1,168,869 | +1.3% | 12,730 | +1.0% | 0.95% | -10.6% |
| Q4 2022 | $1,153,437 | +0.9% | 12,610 | +1.0% | 1.06% | -2.8% |
| Q3 2022 | $1,143,000 | +141.1% | 12,480 | +141.0% | 1.09% | +181.1% |
| Q3 2021 | $474,000 | 0.0% | 5,178 | 0.0% | 0.39% | -3.2% |
| Q2 2021 | $474,000 | -9.2% | 5,178 | -9.3% | 0.40% | -18.0% |
| Q1 2021 | $522,000 | -3.3% | 5,708 | -3.2% | 0.49% | -16.4% |
| Q4 2020 | $540,000 | – | 5,896 | – | 0.58% | – |
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% |