SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 668 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,630,012 | +541.4% | 39,534 | +541.4% | 0.22% | +571.9% |
| Q2 2023 | $565,979 | -49.0% | 6,164 | -49.0% | 0.03% | -50.0% |
| Q1 2023 | $1,109,094 | -61.0% | 12,079 | -61.1% | 0.06% | -60.7% |
| Q4 2022 | $2,840,967 | -26.2% | 31,059 | -26.1% | 0.16% | -34.8% |
| Q3 2022 | $3,848,000 | -12.7% | 42,007 | -12.8% | 0.25% | -7.1% |
| Q2 2022 | $4,407,000 | +2348.3% | 48,168 | +2351.3% | 0.27% | +1315.8% |
| Q1 2020 | $180,000 | – | 1,965 | – | 0.02% | – |
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% |