SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 837 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.22 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,693,836 | +29.0% | 432,301 | +29.0% | 4.86% | +40.7% |
| Q2 2023 | $30,777,474 | +13.3% | 335,194 | +13.3% | 3.45% | +12.4% |
| Q1 2023 | $27,174,450 | -7.9% | 295,953 | -8.3% | 3.07% | -7.6% |
| Q4 2022 | $29,509,416 | -99.9% | 322,613 | +9.8% | 3.32% | +7.0% |
| Q3 2022 | $26,923,662,000 | +30.9% | 293,926 | +30.7% | 3.10% | +41.3% |
| Q2 2022 | $20,573,653,000 | +72665.3% | 224,873 | -27.3% | 2.20% | -13.4% |
| Q1 2022 | $28,274,000 | +11.3% | 309,240 | +11.3% | 2.54% | +36.3% |
| Q4 2021 | $25,395,000 | +23.4% | 277,748 | +23.5% | 1.86% | +18.4% |
| Q3 2021 | $20,572,000 | -1.1% | 224,929 | -1.1% | 1.57% | +1.4% |
| Q2 2021 | $20,797,000 | +3.0% | 227,365 | +3.1% | 1.55% | -1.2% |
| Q1 2021 | $20,182,000 | – | 220,570 | – | 1.57% | – |
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% |