SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 296 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is 4.14 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $333,674 | -51.2% | 3,634 | -51.2% | 0.04% | -48.9% |
| Q2 2023 | $684,427 | +14.1% | 7,454 | +13.6% | 0.09% | +3.5% |
| Q2 2020 | $600,000 | -29.1% | 6,560 | -28.9% | 0.08% | -44.8% |
| Q1 2020 | $846,000 | +3.2% | 9,230 | +2.9% | 0.15% | +30.5% |
| Q4 2019 | $820,000 | -2.4% | 8,970 | -2.2% | 0.12% | -10.6% |
| Q3 2019 | $840,000 | 0.0% | 9,170 | 0.0% | 0.13% | 0.0% |
| Q2 2019 | $840,000 | – | 9,170 | – | 0.13% | – |
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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% |