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 | $18,310 | +25.4% | 199,417 | +25.4% | 0.28% | +22.9% |
| Q2 2023 | $14,605 | +669.9% | 159,061 | +669.7% | 0.23% | +600.0% |
| Q1 2023 | $1,897 | -99.9% | 20,664 | -22.9% | 0.03% | -25.0% |
| Q4 2022 | $2,450,000 | -100.0% | 26,790 | -74.9% | 0.04% | -77.4% |
| Q3 2022 | $9,757,000,000 | +200909.5% | 106,521 | +100.8% | 0.20% | +107.4% |
| Q2 2022 | $4,854,000 | +15.8% | 53,058 | +15.7% | 0.09% | +27.0% |
| Q1 2022 | $4,192,000 | -99.7% | 45,847 | +156.6% | 0.07% | +155.2% |
| Q4 2021 | $1,634,000,000 | +258854.0% | 17,866 | +159.1% | 0.03% | +123.1% |
| Q3 2021 | $631,000 | +13.5% | 6,896 | +13.6% | 0.01% | -72.3% |
| Q1 2020 | $556,000 | – | 6,068 | – | 0.05% | – |
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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% |