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 | $1,169 | +18.7% | 12,733 | +18.7% | 0.00% | +33.3% |
| Q2 2023 | $985 | +66.9% | 10,731 | +67.1% | 0.00% | +50.0% |
| Q1 2023 | $590 | +5.5% | 6,422 | +5.1% | 0.00% | 0.0% |
| Q4 2022 | $559 | -100.0% | 6,113 | -60.4% | 0.00% | -60.0% |
| Q3 2022 | $1,412,000 | 0.0% | 15,431 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $1,412,000 | +441.0% | 15,431 | +441.4% | 0.01% | +400.0% |
| Q3 2020 | $261,000 | +2.0% | 2,850 | +1.8% | 0.00% | 0.0% |
| Q2 2020 | $256,000 | -4.1% | 2,799 | -4.0% | 0.00% | -50.0% |
| Q1 2020 | $267,000 | -3.6% | 2,917 | -3.7% | 0.00% | +100.0% |
| Q4 2019 | $277,000 | +4.5% | 3,028 | +4.8% | 0.00% | -50.0% |
| Q3 2019 | $265,000 | 0.0% | 2,890 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $265,000 | +17.3% | 2,890 | +17.1% | 0.00% | +100.0% |
| Q1 2019 | $226,000 | +10.2% | 2,467 | +10.3% | 0.00% | 0.0% |
| Q4 2018 | $205,000 | -8.9% | 2,236 | -9.0% | 0.00% | 0.0% |
| Q3 2018 | $225,000 | +3.2% | 2,457 | +3.4% | 0.00% | -50.0% |
| Q2 2018 | $218,000 | -18.0% | 2,376 | -18.2% | 0.00% | 0.0% |
| Q1 2018 | $266,000 | – | 2,903 | – | 0.00% | – |
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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% |