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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $303,680 | +216.3% | 3,320 | +215.6% | 0.04% | +150.0% |
| Q4 2021 | $96,000 | 0.0% | 1,052 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $96,000 | -49.7% | 1,052 | -49.6% | 0.02% | -51.4% |
| Q2 2021 | $191,000 | +15.1% | 2,086 | +15.1% | 0.04% | +6.1% |
| Q1 2021 | $166,000 | +67.7% | 1,812 | +67.8% | 0.03% | +120.0% |
| Q4 2020 | $99,000 | 0.0% | 1,080 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $99,000 | -10.8% | 1,080 | -11.0% | 0.02% | -27.3% |
| Q2 2020 | $111,000 | 0.0% | 1,213 | 0.0% | 0.02% | -12.0% |
| Q1 2020 | $111,000 | +184.6% | 1,213 | +186.1% | 0.02% | +127.3% |
| Q4 2019 | $39,000 | -2.5% | 424 | -2.3% | 0.01% | -59.3% |
| Q3 2019 | $40,000 | 0.0% | 434 | 0.0% | 0.03% | -6.9% |
| Q2 2019 | $40,000 | – | 434 | – | 0.03% | – |
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% |