SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $190,894 | +3.3% | 2,079,007 | +3.3% | 1.17% | +2.5% |
| Q2 2023 | $184,707 | +20.7% | 2,011,624 | +20.7% | 1.14% | +10.3% |
| Q1 2023 | $153,070 | +22.2% | 1,667,070 | +21.7% | 1.03% | +12.0% |
| Q4 2022 | $125,274 | +52.8% | 1,369,561 | +153266.3% | 0.92% | +92200.0% |
| Q3 2022 | $82,000 | +228.0% | 893 | +230.7% | 0.00% | – |
| Q2 2022 | $25,000 | -63.8% | 270 | -64.1% | 0.00% | – |
| Q1 2022 | $69,000 | +64.3% | 752 | +62.4% | 0.00% | – |
| Q4 2021 | $42,000 | -62.8% | 463 | -62.4% | 0.00% | -100.0% |
| Q2 2021 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $113,000 | +39.5% | 1,233 | +38.5% | 0.00% | -50.0% |
| Q4 2018 | $81,000 | +2600.0% | 890 | +2597.0% | 0.00% | – |
| Q3 2018 | $3,000 | -90.6% | 33 | -90.4% | 0.00% | -100.0% |
| Q2 2018 | $32,000 | +6.7% | 344 | +5.8% | 0.00% | 0.0% |
| Q1 2018 | $30,000 | -3.2% | 325 | -3.0% | 0.00% | 0.0% |
| Q4 2017 | $31,000 | – | 335 | – | 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% |