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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q3 2023 | $2 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q2 2023 | $2 | -50.0% | 21 | -47.5% | 0.00% | – |
| Q1 2023 | $4 | -96.2% | 40 | -96.5% | 0.00% | -100.0% |
| Q4 2022 | $105 | -97.4% | 1,147 | +2767.5% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | +100.0% | 40 | +90.5% | 0.00% | – |
| Q3 2021 | $2,000 | -90.9% | 21 | -91.2% | 0.00% | – |
| Q2 2021 | $22,000 | -40.5% | 238 | -40.8% | 0.00% | -100.0% |
| Q1 2021 | $37,000 | 0.0% | 402 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $37,000 | 0.0% | 402 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $37,000 | +164.3% | 402 | +154.4% | 0.00% | – |
| Q2 2020 | $14,000 | +133.3% | 158 | +132.4% | 0.00% | – |
| Q2 2019 | $6,000 | -77.8% | 68 | -76.7% | 0.00% | -100.0% |
| Q1 2018 | $27,000 | – | 292 | – | 0.00% | – |
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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% |