SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,383,000 | +1.3% | 58,621 | +1.3% | 0.34% | +14.2% |
| Q2 2023 | $5,313,000 | +152353.4% | 57,865 | +52.5% | 0.30% | +10.0% |
| Q1 2023 | $3,485 | +55.9% | 37,951 | +55.3% | 0.27% | +85.5% |
| Q4 2022 | $2,236 | -100.0% | 24,445 | -66.2% | 0.14% | -78.3% |
| Q3 2022 | $6,624,000 | +149.5% | 72,318 | +149.1% | 0.67% | +339.5% |
| Q4 2021 | $2,655,000 | -0.9% | 29,037 | -0.9% | 0.15% | -16.0% |
| Q3 2021 | $2,680,000 | +0.3% | 29,306 | +0.3% | 0.18% | +2.3% |
| Q2 2021 | $2,671,000 | -33.3% | 29,204 | -33.3% | 0.18% | +27.3% |
| Q1 2021 | $4,003,000 | +41.3% | 43,752 | +41.3% | 0.14% | +14.9% |
| Q4 2020 | $2,833,000 | -22.4% | 30,958 | -22.3% | 0.12% | -33.5% |
| Q3 2020 | $3,649,000 | -59.5% | 39,868 | -59.5% | 0.18% | -63.3% |
| Q2 2020 | $9,021,000 | +43.6% | 98,555 | +43.8% | 0.50% | +6.7% |
| Q1 2020 | $6,281,000 | +60.8% | 68,546 | +60.5% | 0.46% | +56.0% |
| Q4 2019 | $3,905,000 | -19.5% | 42,712 | -19.4% | 0.30% | -25.7% |
| Q3 2019 | $4,853,000 | +109.5% | 52,982 | +109.4% | 0.40% | +54.8% |
| Q1 2019 | $2,317,000 | +1030.2% | 25,299 | +1030.4% | 0.26% | +793.1% |
| Q4 2018 | $205,000 | – | 2,238 | – | 0.03% | – |
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% |