SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88,355 | -0.3% | 965 | 0.0% | 0.04% | +8.3% |
| Q2 2023 | $88,606 | 0.0% | 965 | 0.0% | 0.04% | -5.3% |
| Q1 2023 | $88,606 | +0.4% | 965 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $88,269 | +20.9% | 965 | +20.6% | 0.04% | +11.8% |
| Q3 2022 | $73,000 | +23.7% | 800 | +23.1% | 0.03% | +41.7% |
| Q2 2022 | $59,000 | 0.0% | 650 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $59,000 | +103.4% | 650 | +103.1% | 0.02% | +133.3% |
| Q4 2021 | $29,000 | 0.0% | 320 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $29,000 | 0.0% | 320 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $29,000 | +31.8% | 320 | +30.6% | 0.01% | +25.0% |
| Q4 2020 | $22,000 | 0.0% | 245 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $22,000 | 0.0% | 245 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $22,000 | 0.0% | 245 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $22,000 | +214.3% | 245 | +206.2% | 0.01% | +400.0% |
| Q4 2019 | $7,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 80 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $7,000 | – | 80 | – | 0.00% | – |
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% |