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 | $5,316,587 | +1011.6% | 57,902 | +1011.6% | 1.03% | +1059.6% |
| Q2 2023 | $478,296 | +1349.4% | 5,209 | +1323.2% | 0.09% | +368.4% |
| Q2 2022 | $33,000 | +13.8% | 366 | +14.4% | 0.02% | +26.7% |
| Q1 2022 | $29,000 | +11.5% | 320 | +11.5% | 0.02% | +25.0% |
| Q3 2021 | $26,000 | 0.0% | 287 | 0.0% | 0.01% | +9.1% |
| Q2 2021 | $26,000 | 0.0% | 287 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $26,000 | 0.0% | 287 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $26,000 | -18.8% | 287 | -16.8% | 0.01% | -36.8% |
| Q3 2020 | $32,000 | 0.0% | 345 | 0.0% | 0.02% | -5.0% |
| Q2 2020 | $32,000 | 0.0% | 345 | 0.0% | 0.02% | -13.0% |
| Q1 2020 | $32,000 | 0.0% | 345 | 0.0% | 0.02% | +53.3% |
| Q4 2019 | $32,000 | – | 345 | – | 0.02% | – |
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% |