SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 261 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is 0.17 and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,406,547 | -27.7% | 712,334 | -27.7% | 0.01% | -25.0% |
| Q2 2023 | $90,487,671 | +343.8% | 985,490 | +343.8% | 0.01% | +700.0% |
| Q1 2023 | $20,388,048 | +35.4% | 222,044 | +34.9% | 0.00% | 0.0% |
| Q4 2022 | $15,056,862 | +29423.3% | 164,610 | +29138.0% | 0.00% | – |
| Q3 2022 | $51,000 | -82.8% | 563 | -82.6% | 0.00% | – |
| Q2 2022 | $297,000 | +212.6% | 3,241 | +213.1% | 0.00% | – |
| Q1 2022 | $95,000 | +55.7% | 1,035 | +55.4% | 0.00% | – |
| Q4 2021 | $61,000 | -81.2% | 666 | -81.2% | 0.00% | – |
| Q3 2021 | $324,000 | +285.7% | 3,541 | +283.2% | 0.00% | – |
| Q2 2021 | $84,000 | +281.8% | 924 | +278.7% | 0.00% | – |
| Q1 2021 | $22,000 | +4.8% | 244 | +7.0% | 0.00% | – |
| Q4 2020 | $21,000 | -80.7% | 228 | -80.9% | 0.00% | – |
| Q3 2020 | $109,000 | +230.3% | 1,196 | +230.4% | 0.00% | – |
| Q2 2020 | $33,000 | +371.4% | 362 | +325.9% | 0.00% | – |
| Q1 2020 | $7,000 | – | 85 | +2733.3% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 3 | -84.2% | 0.00% | – |
| Q3 2019 | $1,000 | -98.2% | 19 | -96.9% | 0.00% | – |
| Q2 2019 | $56,000 | +1020.0% | 613 | +1056.6% | 0.00% | – |
| Q1 2019 | $5,000 | +150.0% | 53 | +165.0% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 20 | -35.5% | 0.00% | – |
| Q3 2018 | $3,000 | – | 31 | – | 0.00% | – |
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% |