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 | $2,445,143 | +44.2% | 26,630 | +44.2% | 0.32% | +49.3% |
| Q2 2023 | $1,695,272 | -27.6% | 18,463 | -27.6% | 0.22% | -31.3% |
| Q1 2023 | $2,342,118 | -66.2% | 25,508 | -66.4% | 0.31% | -70.0% |
| Q4 2022 | $6,937,202 | -7.9% | 75,841 | -7.7% | 1.04% | -19.6% |
| Q3 2022 | $7,529,000 | +142.7% | 82,190 | +142.4% | 1.30% | +155.5% |
| Q2 2022 | $3,102,000 | +19.7% | 33,906 | +19.6% | 0.51% | +11.2% |
| Q1 2022 | $2,592,000 | +63.0% | 28,351 | +63.0% | 0.46% | +60.4% |
| Q4 2021 | $1,590,000 | +9.7% | 17,390 | +9.7% | 0.28% | -5.6% |
| Q3 2021 | $1,450,000 | -4.4% | 15,859 | -4.3% | 0.30% | -9.9% |
| Q2 2021 | $1,516,000 | -60.3% | 16,576 | -60.2% | 0.34% | -65.1% |
| Q1 2021 | $3,815,000 | -3.0% | 41,698 | -3.0% | 0.96% | -84.2% |
| Q4 2020 | $3,933,000 | -27.4% | 42,978 | -27.4% | 6.08% | +211.9% |
| Q3 2020 | $5,417,000 | +14.0% | 59,194 | +14.0% | 1.95% | -79.6% |
| Q2 2020 | $4,752,000 | -4.0% | 51,913 | -3.9% | 9.56% | +297.4% |
| Q1 2020 | $4,951,000 | +108.6% | 54,030 | +108.0% | 2.41% | +156.3% |
| Q4 2019 | $2,374,000 | +61.8% | 25,970 | +61.9% | 0.94% | +55.0% |
| Q3 2019 | $1,467,000 | +88.1% | 16,043 | +88.5% | 0.61% | +78.8% |
| Q2 2019 | $780,000 | +98.5% | 8,513 | +98.3% | 0.34% | +73.0% |
| Q4 2018 | $393,000 | – | 4,292 | – | 0.20% | – |
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% |