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 | $535,749 | +120.9% | 5,835 | +120.9% | 0.16% | +97.5% |
| Q2 2023 | $242,496 | +17.2% | 2,641 | +17.2% | 0.08% | +25.4% |
| Q1 2023 | $206,964 | -7.4% | 2,254 | -7.8% | 0.06% | -3.1% |
| Q4 2022 | $223,518 | -10.9% | 2,444 | -10.9% | 0.06% | -13.3% |
| Q3 2022 | $251,000 | -76.8% | 2,744 | -76.8% | 0.08% | -75.3% |
| Q2 2022 | $1,084,000 | -3.0% | 11,845 | -3.1% | 0.30% | +8.2% |
| Q1 2022 | $1,117,000 | -0.2% | 12,220 | -0.2% | 0.28% | -15.4% |
| Q4 2021 | $1,119,000 | -3.8% | 12,245 | -3.7% | 0.33% | -15.7% |
| Q3 2021 | $1,163,000 | -4.0% | 12,721 | -4.0% | 0.39% | -3.0% |
| Q2 2021 | $1,212,000 | -8.3% | 13,247 | -8.2% | 0.41% | -24.3% |
| Q1 2021 | $1,321,000 | -1.0% | 14,433 | -1.0% | 0.54% | -4.6% |
| Q4 2020 | $1,335,000 | – | 14,584 | – | 0.56% | – |
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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% |