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 | $52,975,872 | -1.0% | 576,954 | -1.0% | 2.34% | -7.1% |
| Q2 2023 | $53,497,230 | -16.0% | 582,632 | -16.0% | 2.52% | -40.8% |
| Q1 2023 | $63,709,360 | -0.7% | 693,851 | -1.1% | 4.25% | -6.5% |
| Q4 2022 | $64,156,554 | +30.4% | 701,394 | +30.5% | 4.55% | +14.2% |
| Q3 2022 | $49,216,000 | +7712.1% | 537,296 | +7707.3% | 3.98% | +6767.2% |
| Q2 2022 | $630,000 | -22.2% | 6,882 | -22.2% | 0.06% | -64.0% |
| Q1 2019 | $810,000 | +166.4% | 8,841 | +166.7% | 0.16% | +133.3% |
| Q4 2018 | $304,000 | 0.0% | 3,315 | 0.0% | 0.07% | +1.5% |
| Q3 2018 | $304,000 | – | 3,315 | – | 0.07% | – |
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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% |