SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 366 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 3.21 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,952,748 | 0.0% | 32,158 | 0.0% | 0.07% | -5.2% |
| Q2 2023 | $2,952,748 | 0.0% | 32,158 | 0.0% | 0.08% | -11.5% |
| Q1 2023 | $2,952,748 | +0.4% | 32,158 | 0.0% | 0.09% | -4.4% |
| Q4 2022 | $2,941,492 | -0.1% | 32,158 | 0.0% | 0.09% | -18.0% |
| Q3 2022 | $2,945,673 | -6.6% | 32,158 | -6.7% | 0.11% | -6.7% |
| Q2 2022 | $3,152,746 | -18.0% | 34,460 | -18.1% | 0.12% | -21.2% |
| Q1 2022 | $3,846,826 | +3.2% | 42,074 | +3.2% | 0.15% | +2.0% |
| Q4 2021 | $3,726,138 | -10.2% | 40,754 | -10.2% | 0.15% | -18.2% |
| Q3 2021 | $4,149,174 | +31.8% | 45,366 | +31.8% | 0.18% | +40.3% |
| Q2 2021 | $3,148,123 | +6.3% | 34,417 | +6.4% | 0.13% | -7.2% |
| Q1 2021 | $2,961,123 | +25.4% | 32,362 | +25.4% | 0.14% | +26.4% |
| Q4 2020 | $2,361,125 | +44.3% | 25,799 | +44.3% | 0.11% | +39.2% |
| Q3 2020 | $1,636,194 | +137.1% | 17,878 | +137.1% | 0.08% | +119.4% |
| Q2 2020 | $690,136 | -8.1% | 7,540 | -8.0% | 0.04% | -21.7% |
| Q1 2020 | $751,366 | +0.2% | 8,200 | 0.0% | 0.05% | +17.9% |
| Q4 2019 | $749,726 | -0.2% | 8,200 | 0.0% | 0.04% | -17.0% |
| Q3 2019 | $751,038 | -0.0% | 8,200 | 0.0% | 0.05% | -2.1% |
| Q2 2019 | $751,202 | – | 8,200 | – | 0.05% | – |
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% |