SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 837 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.22 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,071,758 | -18.7% | 44,345 | -19.0% | 3.02% | -13.6% |
| Q2 2023 | $5,007,050 | -9.1% | 54,716 | -8.8% | 3.50% | -5.7% |
| Q1 2023 | $5,506,996 | -61.1% | 59,976 | -61.3% | 3.71% | -30.8% |
| Q4 2019 | $14,166,000 | -2.9% | 154,937 | -2.7% | 5.37% | -0.8% |
| Q3 2019 | $14,583,000 | +3.1% | 159,215 | +3.1% | 5.41% | +6.3% |
| Q2 2019 | $14,148,000 | +10.2% | 154,440 | +10.2% | 5.09% | +3.2% |
| Q1 2019 | $12,836,000 | +146.8% | 140,136 | +146.4% | 4.94% | +140.1% |
| Q4 2018 | $5,201,000 | -24.8% | 56,865 | -24.7% | 2.06% | -15.0% |
| Q3 2018 | $6,917,000 | – | 75,529 | – | 2.42% | – |
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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% |