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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,505,069 | +118.8% | 147,082 | +118.8% | 0.02% | +109.1% |
| Q1 2023 | $6,171,222 | -49.4% | 67,210 | -49.6% | 0.01% | -54.2% |
| Q4 2022 | $12,206,672 | +87.7% | 133,450 | +87.9% | 0.02% | +84.6% |
| Q3 2022 | $6,505,000 | -77.6% | 71,017 | -77.6% | 0.01% | -53.6% |
| Q2 2022 | $29,045,000 | +960.8% | 317,470 | +960.0% | 0.03% | +1300.0% |
| Q1 2022 | $2,738,000 | -88.8% | 29,950 | -88.8% | 0.00% | -92.6% |
| Q4 2018 | $24,511,000 | – | 268,030 | – | 0.03% | – |
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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% |