SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 568 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,830 | +2.3% | 19,933 | +2.3% | 0.03% | +8.0% |
| Q2 2023 | $1,789 | -10.1% | 19,483 | -10.1% | 0.02% | -13.8% |
| Q1 2023 | $1,989 | -0.5% | 21,666 | -0.8% | 0.03% | +3.6% |
| Q4 2022 | $1,998 | -99.9% | 21,843 | +0.8% | 0.03% | -20.0% |
| Q3 2022 | $1,985,000 | +58.9% | 21,666 | +58.7% | 0.04% | +66.7% |
| Q2 2022 | $1,249,000 | -53.6% | 13,648 | -53.6% | 0.02% | -47.5% |
| Q1 2022 | $2,691,000 | -20.6% | 29,428 | -20.6% | 0.04% | -32.2% |
| Q4 2021 | $3,390,000 | -20.4% | 37,073 | -20.3% | 0.06% | -28.0% |
| Q3 2021 | $4,257,000 | -11.7% | 46,541 | -11.7% | 0.08% | -14.6% |
| Q2 2021 | $4,823,000 | -10.6% | 52,730 | -10.6% | 0.10% | -15.0% |
| Q1 2021 | $5,394,000 | -13.0% | 58,952 | -12.9% | 0.11% | -21.0% |
| Q4 2020 | $6,197,000 | -38.8% | 67,709 | -38.8% | 0.14% | -45.6% |
| Q3 2020 | $10,121,000 | -13.3% | 110,587 | -13.3% | 0.26% | -22.2% |
| Q2 2020 | $11,677,000 | +12.8% | 127,579 | +12.9% | 0.34% | +0.6% |
| Q1 2020 | $10,353,000 | – | 112,986 | – | 0.34% | – |
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% |