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 | $200,201 | -31.8% | 2,180 | -31.8% | 0.02% | -33.3% |
| Q2 2023 | $293,634 | -28.0% | 3,197 | -28.0% | 0.02% | -31.4% |
| Q1 2023 | $407,673 | +63598.9% | 4,439 | -36.5% | 0.04% | -40.7% |
| Q4 2022 | $640 | -99.9% | 6,992 | +0.4% | 0.06% | -10.6% |
| Q3 2022 | $638,000 | -0.5% | 6,966 | -0.6% | 0.07% | +6.5% |
| Q2 2022 | $641,000 | -29.9% | 7,005 | -30.0% | 0.06% | -23.5% |
| Q1 2022 | $914,000 | +0.1% | 10,000 | +0.2% | 0.08% | -1.2% |
| Q4 2021 | $913,000 | +14.1% | 9,980 | +14.1% | 0.08% | +3.8% |
| Q3 2021 | $800,000 | +6.7% | 8,748 | +6.7% | 0.08% | +6.8% |
| Q2 2021 | $750,000 | +1.5% | 8,201 | +1.5% | 0.07% | -5.1% |
| Q1 2021 | $739,000 | -2.8% | 8,077 | -2.7% | 0.08% | -10.3% |
| Q4 2020 | $760,000 | +297.9% | 8,300 | +297.7% | 0.09% | +278.3% |
| Q3 2020 | $191,000 | -71.8% | 2,087 | -71.8% | 0.02% | -70.9% |
| Q2 2020 | $678,000 | -97.3% | 7,404 | -97.3% | 0.08% | -97.6% |
| Q1 2020 | $24,837,000 | -3.8% | 271,052 | -4.0% | 3.28% | +4.3% |
| Q4 2019 | $25,828,000 | +12.4% | 282,486 | +12.6% | 3.15% | +3.9% |
| Q3 2019 | $22,978,000 | +1.5% | 250,882 | +1.3% | 3.03% | +2.0% |
| Q2 2019 | $22,636,000 | +3.3% | 247,548 | +3.4% | 2.97% | +2.3% |
| Q1 2019 | $21,918,000 | – | 239,361 | – | 2.90% | – |
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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% |