SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 822 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 3.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,269,413 | -20.3% | 100,952 | -20.3% | 6.15% | -5.2% |
Q2 2023 | $11,627,350 | +23.9% | 126,632 | +23.9% | 6.48% | +37.3% |
Q1 2023 | $9,388,044 | +11.3% | 102,244 | +10.9% | 4.72% | +14.3% |
Q4 2022 | $8,436,187 | +35.2% | 92,229 | +35.4% | 4.13% | +28.5% |
Q3 2022 | $6,241,000 | – | 68,129 | – | 3.22% | – |
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% |