SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 822 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 3.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $805,721 | 0.0% | 8,775 | 0.0% | 0.03% | +3.4% |
| Q2 2023 | $805,721 | 0.0% | 8,775 | 0.0% | 0.03% | -9.4% |
| Q1 2023 | $805,721 | -23.7% | 8,775 | -23.9% | 0.03% | -23.8% |
| Q4 2022 | $1,055,381 | -16.3% | 11,538 | -16.2% | 0.04% | -23.6% |
| Q3 2022 | $1,261,000 | -11.2% | 13,768 | -11.3% | 0.06% | -9.8% |
| Q2 2022 | $1,420,000 | -13.8% | 15,521 | -13.9% | 0.06% | -3.2% |
| Q1 2022 | $1,648,000 | +0.6% | 18,024 | +0.6% | 0.06% | +5.0% |
| Q4 2021 | $1,638,000 | +10.1% | 17,917 | +10.1% | 0.06% | -1.6% |
| Q3 2021 | $1,488,000 | +51.2% | 16,267 | +51.3% | 0.06% | +15.1% |
| Q2 2020 | $984,000 | -53.0% | 10,752 | -53.0% | 0.05% | -60.7% |
| Q1 2020 | $2,094,000 | -88.4% | 22,857 | -88.4% | 0.14% | -86.3% |
| Q4 2019 | $18,005,000 | – | 196,929 | – | 0.99% | – |
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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% |