SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,401,112 | -52.6% | 26,150 | -52.6% | 0.11% | -57.0% |
| Q2 2023 | $5,065,709 | -25.1% | 55,170 | -25.1% | 0.26% | -33.6% |
| Q1 2023 | $6,767,593 | -25.8% | 73,705 | -26.1% | 0.40% | -36.4% |
| Q4 2022 | $9,121,480 | -8.3% | 99,721 | -8.1% | 0.62% | -17.8% |
| Q3 2022 | $9,943,000 | +3624.0% | 108,553 | +3627.8% | 0.76% | +2932.0% |
| Q4 2020 | $267,000 | -58.3% | 2,912 | -58.3% | 0.02% | -65.8% |
| Q3 2020 | $640,000 | -88.1% | 6,989 | -88.2% | 0.07% | -90.1% |
| Q4 2019 | $5,397,000 | +2.2% | 59,026 | +2.4% | 0.74% | -10.2% |
| Q3 2019 | $5,281,000 | -4.0% | 57,654 | -3.9% | 0.82% | -7.1% |
| Q2 2019 | $5,499,000 | -58.2% | 60,024 | -58.2% | 0.88% | -64.4% |
| Q1 2019 | $13,149,000 | +12.7% | 143,548 | +12.7% | 2.48% | +0.1% |
| Q4 2018 | $11,670,000 | +48.7% | 127,414 | +48.7% | 2.48% | +52.4% |
| Q3 2018 | $7,847,000 | – | 85,690 | – | 1.63% | – |
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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% |