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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,430 | -9.6% | 429 | -9.7% | 0.00% | 0.0% |
| Q2 2023 | $43,637 | -15.2% | 475 | -15.2% | 0.00% | -25.0% |
| Q1 2023 | $51,455 | +0.8% | 560 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $51,070 | +82.4% | 558 | +76.6% | 0.00% | +100.0% |
| Q3 2022 | $28,000 | -31.7% | 316 | -30.5% | 0.00% | -50.0% |
| Q2 2022 | $41,000 | -85.4% | 455 | -85.2% | 0.00% | -83.3% |
| Q1 2022 | $280,000 | -0.7% | 3,064 | -0.8% | 0.02% | +4.3% |
| Q4 2021 | $282,000 | -1.1% | 3,089 | -1.1% | 0.02% | -4.2% |
| Q3 2021 | $285,000 | 0.0% | 3,124 | 0.0% | 0.02% | -17.2% |
| Q2 2021 | $285,000 | 0.0% | 3,124 | -0.0% | 0.03% | -3.3% |
| Q1 2021 | $285,000 | -1.0% | 3,125 | -0.8% | 0.03% | -16.7% |
| Q4 2020 | $288,000 | +1.1% | 3,151 | +1.0% | 0.04% | -12.2% |
| Q3 2020 | $285,000 | 0.0% | 3,121 | 0.0% | 0.04% | -8.9% |
| Q2 2020 | $285,000 | 0.0% | 3,121 | +0.1% | 0.04% | -19.6% |
| Q1 2020 | $285,000 | +65.7% | 3,119 | +64.9% | 0.06% | +100.0% |
| Q4 2019 | $172,000 | -0.6% | 1,891 | +0.1% | 0.03% | -6.7% |
| Q3 2019 | $173,000 | +124.7% | 1,889 | +124.9% | 0.03% | +114.3% |
| Q2 2019 | $77,000 | – | 840 | – | 0.01% | – |
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% |