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 | $2,480,058 | -1.2% | 27,010 | -1.2% | 1.35% | -7.0% |
| Q2 2023 | $2,510,359 | +13.9% | 27,340 | +13.9% | 1.45% | +3.1% |
| Q1 2023 | $2,204,874 | -46.0% | 24,013 | -46.2% | 1.41% | -45.5% |
| Q4 2022 | $4,081,849 | -5.0% | 44,625 | -4.9% | 2.58% | -9.6% |
| Q3 2022 | $4,298,000 | +1.8% | 46,925 | +1.7% | 2.85% | +18.2% |
| Q2 2022 | $4,223,000 | +806.2% | 46,155 | +805.9% | 2.41% | +940.5% |
| Q1 2022 | $466,000 | -51.2% | 5,095 | -51.2% | 0.23% | -53.0% |
| Q4 2021 | $954,000 | -54.4% | 10,430 | -54.4% | 0.49% | -57.0% |
| Q3 2021 | $2,090,000 | +97.2% | 22,855 | +97.3% | 1.15% | +42.9% |
| Q2 2021 | $1,060,000 | -44.0% | 11,585 | -44.0% | 0.80% | -47.9% |
| Q1 2021 | $1,893,000 | – | 20,690 | – | 1.54% | – |
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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% |