SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 400 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,195,752 | +73.7% | 13,023 | +73.7% | 0.05% | +104.0% |
| Q2 2023 | $688,330 | +3.9% | 7,497 | +3.9% | 0.02% | -3.8% |
| Q1 2023 | $662,603 | -20.8% | 7,216 | -21.1% | 0.03% | -25.7% |
| Q4 2022 | $836,604 | +7.5% | 9,146 | +7.6% | 0.04% | 0.0% |
| Q3 2022 | $778,000 | +37.9% | 8,500 | +37.7% | 0.04% | +40.0% |
| Q2 2022 | $564,000 | -6.8% | 6,175 | -6.8% | 0.02% | +4.2% |
| Q1 2022 | $605,000 | +31.0% | 6,625 | +31.0% | 0.02% | 0.0% |
| Q4 2021 | $462,000 | +9.7% | 5,057 | +9.8% | 0.02% | +14.3% |
| Q2 2021 | $421,219 | +36.4% | 4,605 | +36.5% | 0.02% | +16.7% |
| Q1 2021 | $308,721 | +543.2% | 3,374 | -93.6% | 0.02% | +350.0% |
| Q4 2019 | $48,001 | +36.5% | 52,500 | +36.7% | 0.00% | +33.3% |
| Q3 2019 | $35,171 | +7.8% | 38,400 | +28.0% | 0.00% | 0.0% |
| Q2 2019 | $32,624 | – | 30,000 | – | 0.00% | – |
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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% |