Creative Planning - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 568 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$70,849,712
+3.8%
771,615
+3.8%
0.10%
+4.4%
Q2 2023$68,277,421
+5.2%
743,601
+5.2%
0.09%
-2.2%
Q1 2023$64,906,540
-5.6%
706,889
-5.9%
0.09%
-9.7%
Q4 2022$68,731,500
-1.4%
751,410
-1.2%
0.10%
-14.9%
Q3 2022$69,700,000
+5.1%
760,914
+5.0%
0.12%
+11.0%
Q2 2022$66,315,000
+206.8%
724,838
+206.6%
0.11%
+230.3%
Q1 2022$21,616,000
-21.2%
236,422
-21.2%
0.03%
-25.0%
Q4 2021$27,426,000
+21.1%
299,965
+21.2%
0.04%
+10.0%
Q3 2021$22,641,000
-1.0%
247,553
-1.0%
0.04%
-2.4%
Q2 2021$22,865,000
+26.6%
249,973
+26.7%
0.04%
+13.9%
Q1 2021$18,057,000
+229.4%
197,340
+229.4%
0.04%
+200.0%
Q4 2020$5,482,000
+794.3%
59,900
+794.8%
0.01%
+500.0%
Q3 2020$613,000
-65.8%
6,694
-65.8%
0.00%
-60.0%
Q2 2020$1,793,000
-13.8%
19,588
-13.7%
0.01%
-28.6%
Q1 2020$2,081,000
+39.7%
22,707
+39.4%
0.01%
+75.0%
Q4 2019$1,490,000
-11.6%
16,293
-11.5%
0.00%
-20.0%
Q3 2019$1,686,000
-40.9%
18,404
-41.0%
0.01%
-50.0%
Q2 2019$2,855,000
+74.2%
31,170
+74.2%
0.01%
+66.7%
Q1 2019$1,639,000
+432.1%
17,890
+430.9%
0.01%
+500.0%
Q4 2018$308,0003,3700.00%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
St. Louis Financial Planners Asset Management, LLC 913,362$83,545,26866.87%
Second Half Financial Partners, LLC 1,100,976$101,091,62950.35%
Constant Guidance Financial LLC 383,711$35,088,46846.33%
Fortis Group Advisors, LLC 959,274$88,080,57727.00%
Lake Hills Wealth Management, LLC 283,066$25,991,12026.30%
Impact Partnership Wealth, LLC 900,539$82,687,46225.73%
Cypress Capital, LLC 826,581$75,896,67723.29%
SYKON CAPITAL LLC 563,865$51,774,08422.17%
Spartan Planning & Wealth Management 196,662$18,057,50521.16%
UDINE WEALTH MANAGEMENT, INC. 226,895$20,833,49920.15%
View complete list of SPDR SER TR shareholders