SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 312 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is 2.41 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,326,662 | +25.0% | 58,012 | +25.0% | 0.11% | +29.4% |
| Q2 2023 | $4,262,468 | -34.5% | 46,422 | -34.5% | 0.08% | -38.4% |
| Q1 2023 | $6,503,335 | +62.3% | 70,827 | +61.6% | 0.14% | +51.6% |
| Q4 2022 | $4,008,124 | -35.9% | 43,819 | -35.8% | 0.09% | -37.7% |
| Q3 2022 | $6,255,000 | -25.1% | 68,287 | -25.1% | 0.15% | -18.9% |
| Q2 2022 | $8,346,000 | +302.8% | 91,228 | +302.6% | 0.18% | +386.5% |
| Q1 2022 | $2,072,000 | -65.9% | 22,658 | -65.9% | 0.04% | -65.1% |
| Q4 2021 | $6,075,000 | +318.7% | 66,440 | +318.8% | 0.11% | +292.6% |
| Q3 2021 | $1,451,000 | +7.0% | 15,863 | +7.0% | 0.03% | +12.5% |
| Q2 2021 | $1,356,000 | -10.7% | 14,824 | -10.7% | 0.02% | -20.0% |
| Q1 2021 | $1,519,000 | -69.0% | 16,603 | -69.0% | 0.03% | -70.9% |
| Q4 2020 | $4,901,000 | -9.9% | 53,548 | -10.0% | 0.10% | -24.3% |
| Q3 2020 | $5,442,000 | -1.8% | 59,467 | -1.8% | 0.14% | -4.9% |
| Q2 2020 | $5,544,000 | +29.1% | 60,566 | +29.2% | 0.14% | +10.0% |
| Q1 2020 | $4,295,000 | +79.9% | 46,868 | +79.5% | 0.13% | +120.3% |
| Q4 2019 | $2,387,000 | +0.3% | 26,107 | +0.5% | 0.06% | -9.2% |
| Q3 2019 | $2,380,000 | +113.1% | 25,984 | +113.0% | 0.06% | +116.7% |
| Q2 2019 | $1,117,000 | -3.2% | 12,197 | -3.2% | 0.03% | -3.2% |
| Q1 2019 | $1,154,000 | +27.7% | 12,595 | +27.5% | 0.03% | +10.7% |
| Q4 2018 | $904,000 | +133.0% | 9,880 | +133.0% | 0.03% | +180.0% |
| Q3 2018 | $388,000 | +9.9% | 4,241 | +10.1% | 0.01% | 0.0% |
| Q2 2018 | $353,000 | +74.8% | 3,852 | +74.3% | 0.01% | +100.0% |
| Q1 2018 | $202,000 | – | 2,210 | – | 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% |