SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 498 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,982,948 | -2.5% | 43,525 | -2.7% | 0.79% | -8.2% |
| Q3 2022 | $4,087,000 | -0.4% | 44,716 | -0.4% | 0.86% | +1.1% |
| Q2 2022 | $4,103,000 | +1355.0% | 44,881 | +1355.8% | 0.85% | +1538.5% |
| Q1 2022 | $282,000 | -10.5% | 3,083 | -10.6% | 0.05% | -11.9% |
| Q4 2021 | $315,000 | 0.0% | 3,450 | 0.0% | 0.06% | +20.4% |
| Q3 2021 | $315,000 | -37.1% | 3,450 | -37.0% | 0.05% | -40.2% |
| Q2 2021 | $501,000 | -13.0% | 5,478 | -13.0% | 0.08% | -20.4% |
| Q1 2021 | $576,000 | -3.4% | 6,300 | -3.2% | 0.10% | -6.4% |
| Q4 2020 | $596,000 | +23.9% | 6,509 | +24.0% | 0.11% | +12.2% |
| Q3 2020 | $481,000 | – | 5,250 | – | 0.10% | – |
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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% |