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 2021 | $847,000 | -2.5% | 9,258 | -2.5% | 0.06% | -1.7% |
| Q2 2021 | $869,000 | -1.0% | 9,496 | -1.0% | 0.06% | -9.4% |
| Q1 2021 | $878,000 | +1.9% | 9,596 | +1.8% | 0.06% | -3.0% |
| Q4 2020 | $862,000 | 0.0% | 9,423 | +0.0% | 0.07% | -12.0% |
| Q3 2020 | $862,000 | -0.2% | 9,422 | -0.2% | 0.08% | -9.6% |
| Q2 2020 | $864,000 | -97.2% | 9,440 | -97.2% | 0.08% | -97.6% |
| Q1 2020 | $30,449,000 | +676.8% | 332,299 | +675.0% | 3.50% | +852.9% |
| Q4 2019 | $3,920,000 | -53.8% | 42,877 | -53.7% | 0.37% | -59.4% |
| Q3 2019 | $8,484,000 | +195.7% | 92,627 | +195.7% | 0.90% | +202.7% |
| Q2 2019 | $2,869,000 | +2.9% | 31,321 | +2.9% | 0.30% | -1.6% |
| Q1 2019 | $2,787,000 | +0.6% | 30,427 | +0.4% | 0.30% | -11.6% |
| Q4 2018 | $2,771,000 | – | 30,300 | – | 0.34% | – |
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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% |