SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 392 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,411,039 | -5.5% | 15,367 | -5.5% | 0.48% | -3.4% |
| Q2 2023 | $1,493,666 | -40.2% | 16,267 | -40.2% | 0.50% | -42.9% |
| Q1 2023 | $2,496,545 | -53.1% | 27,190 | -53.3% | 0.87% | -53.9% |
| Q4 2022 | $5,323,120 | +56.9% | 58,195 | +57.1% | 1.88% | +20.6% |
| Q3 2022 | $3,393,000 | +494.2% | 37,037 | +493.9% | 1.56% | +567.5% |
| Q2 2022 | $571,000 | +16.1% | 6,236 | +16.0% | 0.23% | +14.1% |
| Q1 2022 | $492,000 | 0.0% | 5,376 | 0.0% | 0.20% | -12.0% |
| Q4 2021 | $492,000 | -5.0% | 5,376 | -5.1% | 0.23% | -27.2% |
| Q3 2021 | $518,000 | 0.0% | 5,665 | 0.0% | 0.32% | +3.2% |
| Q2 2021 | $518,000 | 0.0% | 5,665 | 0.0% | 0.31% | -6.1% |
| Q1 2021 | $518,000 | 0.0% | 5,665 | 0.0% | 0.33% | +3.8% |
| Q4 2020 | $518,000 | -2.6% | 5,665 | -2.6% | 0.32% | -8.6% |
| Q3 2020 | $532,000 | 0.0% | 5,815 | 0.0% | 0.35% | -3.3% |
| Q2 2020 | $532,000 | -0.2% | 5,815 | 0.0% | 0.36% | -6.0% |
| Q1 2020 | $533,000 | +0.2% | 5,815 | 0.0% | 0.38% | +19.7% |
| Q4 2019 | $532,000 | -3.3% | 5,815 | -3.2% | 0.32% | -8.6% |
| Q3 2019 | $550,000 | +11.6% | 6,005 | +11.6% | 0.35% | -90.8% |
| Q2 2019 | $493,000 | 0.0% | 5,380 | 0.0% | 3.81% | -8.1% |
| Q1 2019 | $493,000 | +0.2% | 5,380 | 0.0% | 4.14% | -16.7% |
| Q4 2018 | $492,000 | -32.7% | 5,380 | -32.6% | 4.98% | +650.7% |
| Q3 2018 | $731,000 | -99.9% | 7,980 | 0.0% | 0.66% | -6.5% |
| Q2 2018 | $730,809,000 | +99873.9% | 7,980 | 0.0% | 0.71% | -1.0% |
| Q1 2018 | $731,000 | +27.4% | 7,980 | +27.1% | 0.72% | +43.8% |
| Q4 2017 | $574,000 | – | 6,280 | – | 0.50% | – |
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% |