SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 398 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,441,074 | +16.7% | 15,680 | +16.6% | 0.02% | +14.3% |
| Q2 2023 | $1,234,506 | +23.1% | 13,445 | +23.1% | 0.01% | +27.3% |
| Q1 2023 | $1,003,037 | +162.7% | 10,924 | +161.7% | 0.01% | +175.0% |
| Q4 2022 | $381,854 | +66.7% | 4,174 | +67.2% | 0.00% | +100.0% |
| Q3 2021 | $229,000 | +0.9% | 2,496 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $227,000 | +13.5% | 2,480 | +13.4% | 0.00% | 0.0% |
| Q4 2020 | $200,000 | -5.2% | 2,186 | -5.0% | 0.00% | -33.3% |
| Q3 2020 | $211,000 | -64.3% | 2,302 | -64.4% | 0.00% | -66.7% |
| Q2 2020 | $591,000 | -8.8% | 6,458 | -8.6% | 0.01% | 0.0% |
| Q1 2020 | $648,000 | +66.6% | 7,067 | +66.2% | 0.01% | +80.0% |
| Q4 2019 | $389,000 | +4.6% | 4,252 | +4.8% | 0.01% | -16.7% |
| Q3 2019 | $372,000 | – | 4,057 | – | 0.01% | – |
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% |