SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 432 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 3.26 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $22,009,000 | +80.8% | 240,277 | +80.5% | 18.03% | +150.5% |
| Q2 2022 | $12,176,000 | +78.1% | 133,089 | +77.9% | 7.20% | +88.3% |
| Q1 2022 | $6,838,000 | +5242.2% | 74,795 | +5234.9% | 3.82% | +3724.0% |
| Q1 2021 | $128,000 | 0.0% | 1,402 | 0.0% | 0.10% | +9.9% |
| Q4 2020 | $128,000 | 0.0% | 1,402 | 0.0% | 0.09% | -4.2% |
| Q3 2020 | $128,000 | -78.3% | 1,402 | -78.3% | 0.10% | -79.8% |
| Q2 2020 | $590,000 | -0.2% | 6,454 | 0.0% | 0.47% | -26.2% |
| Q1 2020 | $591,000 | -97.9% | 6,454 | -97.9% | 0.64% | -96.8% |
| Q4 2019 | $28,192,000 | – | 308,348 | – | 19.98% | – |
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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% |