SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 822 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 3.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $104,325 | +578.0% | 1,136,195 | +578.0% | 4.53% | +628.9% |
| Q1 2023 | $15,387 | -100.0% | 167,577 | -63.6% | 0.62% | -57.2% |
| Q1 2022 | $42,147,000 | +361.6% | 460,978 | +361.8% | 1.45% | +218.9% |
| Q2 2021 | $9,131,000 | -27.8% | 99,825 | -27.8% | 0.46% | -33.4% |
| Q1 2021 | $12,654,000 | +918.8% | 138,294 | +919.1% | 0.68% | +705.9% |
| Q4 2020 | $1,242,000 | -95.5% | 13,570 | -95.5% | 0.08% | -95.8% |
| Q3 2020 | $27,426,000 | +50.6% | 299,669 | +50.6% | 2.04% | +41.3% |
| Q2 2020 | $18,215,000 | +454.2% | 199,001 | +454.8% | 1.44% | +700.6% |
| Q1 2020 | $3,287,000 | -77.6% | 35,871 | -77.6% | 0.18% | -82.5% |
| Q3 2019 | $14,691,000 | -6.9% | 160,402 | -6.9% | 1.03% | -1.0% |
| Q2 2019 | $15,788,000 | -34.2% | 172,343 | -34.3% | 1.04% | -24.3% |
| Q1 2019 | $24,010,000 | +463.1% | 262,122 | +463.0% | 1.38% | +176.9% |
| Q3 2018 | $4,264,000 | – | 46,560 | – | 0.50% | – |
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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% |