SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $213,114 | +2.0% | 2,321 | +2.0% | 0.00% | 0.0% |
| Q1 2023 | $208,890 | -34.1% | 2,275 | -34.2% | 0.00% | -42.9% |
| Q3 2022 | $317,000 | -84.2% | 3,459 | -84.2% | 0.01% | -83.3% |
| Q2 2022 | $2,005,000 | +2.4% | 21,912 | +2.3% | 0.04% | +20.0% |
| Q1 2022 | $1,958,000 | -0.1% | 21,412 | -0.1% | 0.04% | +9.4% |
| Q4 2021 | $1,960,000 | +612.7% | 21,432 | +613.2% | 0.03% | +540.0% |
| Q3 2021 | $275,000 | -4.8% | 3,005 | -4.8% | 0.01% | -16.7% |
| Q2 2021 | $289,000 | -13.0% | 3,155 | -13.0% | 0.01% | -14.3% |
| Q1 2021 | $332,000 | +31.7% | 3,626 | +31.8% | 0.01% | +40.0% |
| Q4 2020 | $252,000 | +15.6% | 2,752 | +15.8% | 0.01% | 0.0% |
| Q3 2020 | $218,000 | – | 2,377 | – | 0.01% | – |
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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% |