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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,418 | -99.7% | 15,502 | +216.3% | 0.04% | +176.9% |
| Q3 2022 | $449,000 | -0.7% | 4,901 | -0.8% | 0.01% | +8.3% |
| Q2 2022 | $452,000 | -10.0% | 4,943 | -10.0% | 0.01% | +9.1% |
| Q1 2022 | $502,000 | -11.0% | 5,493 | -10.9% | 0.01% | -8.3% |
| Q4 2021 | $564,000 | -0.4% | 6,168 | -0.4% | 0.01% | -7.7% |
| Q3 2021 | $566,000 | -11.6% | 6,190 | -11.5% | 0.01% | -13.3% |
| Q2 2021 | $640,000 | -11.0% | 6,995 | -10.9% | 0.02% | -16.7% |
| Q1 2021 | $719,000 | -7.9% | 7,855 | -8.0% | 0.02% | -14.3% |
| Q4 2020 | $781,000 | -20.0% | 8,535 | -20.0% | 0.02% | -30.0% |
| Q3 2020 | $976,000 | -6.2% | 10,665 | -6.3% | 0.03% | -14.3% |
| Q2 2020 | $1,041,000 | -2.3% | 11,377 | -2.2% | 0.04% | -16.7% |
| Q1 2020 | $1,065,000 | -45.8% | 11,627 | -45.9% | 0.04% | -33.3% |
| Q4 2019 | $1,966,000 | -10.1% | 21,497 | -10.0% | 0.06% | -14.9% |
| Q3 2019 | $2,187,000 | +27.7% | 23,885 | +27.7% | 0.07% | +25.4% |
| Q2 2019 | $1,713,000 | +14.0% | 18,700 | +14.0% | 0.06% | +11.3% |
| Q1 2019 | $1,503,000 | – | 16,405 | – | 0.05% | – |
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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% |