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 | $1,750,169 | -20.0% | 19,115 | -20.0% | 0.20% | -21.3% |
| Q2 2023 | $2,188,889 | +72.5% | 23,904 | +72.5% | 0.25% | +70.5% |
| Q1 2023 | $1,269,207 | -0.5% | 13,859 | -0.5% | 0.15% | +0.7% |
| Q4 2022 | $1,275,295 | -7.1% | 13,927 | -7.2% | 0.14% | -15.7% |
| Q3 2022 | $1,373,000 | +5.0% | 15,014 | +5.0% | 0.17% | +14.7% |
| Q2 2022 | $1,307,000 | -7.0% | 14,297 | -7.0% | 0.15% | +9.5% |
| Q1 2022 | $1,406,000 | +35.8% | 15,380 | +35.8% | 0.14% | +37.0% |
| Q4 2021 | $1,035,000 | -9.8% | 11,325 | -9.7% | 0.10% | -16.0% |
| Q3 2021 | $1,147,000 | -4.4% | 12,545 | -4.4% | 0.12% | -3.3% |
| Q2 2021 | $1,200,000 | -2.3% | 13,120 | -2.3% | 0.12% | -12.1% |
| Q1 2021 | $1,228,000 | -3.2% | 13,425 | -3.1% | 0.14% | -18.1% |
| Q4 2020 | $1,268,000 | -3.5% | 13,855 | -3.5% | 0.17% | -15.3% |
| Q3 2020 | $1,314,000 | +35.5% | 14,360 | -0.5% | 0.20% | +8.0% |
| Q2 2020 | $970,000 | +17.4% | 14,435 | +12.5% | 0.19% | -6.0% |
| Q1 2020 | $826,000 | -6.2% | 12,835 | +33.3% | 0.20% | +80.9% |
| Q4 2019 | $881,000 | -18.0% | 9,627 | -18.0% | 0.11% | -23.1% |
| Q3 2019 | $1,074,000 | +112.3% | 11,744 | +112.2% | 0.14% | +113.4% |
| Q2 2019 | $506,000 | – | 5,534 | – | 0.07% | – |
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% |