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 | $7,982,380 | +21.6% | 86,935 | +21.6% | 3.32% | +18.9% |
| Q2 2023 | $6,564,121 | -46.0% | 71,489 | -46.0% | 2.79% | -48.5% |
| Q1 2023 | $12,146,860 | +5384.4% | 132,290 | +5364.3% | 5.42% | +4781.1% |
| Q4 2022 | $221,481 | +0.7% | 2,421 | +0.6% | 0.11% | -9.8% |
| Q3 2022 | $220,000 | 0.0% | 2,406 | +0.2% | 0.12% | -0.8% |
| Q2 2022 | $220,000 | +0.5% | 2,401 | +0.0% | 0.12% | +18.1% |
| Q1 2022 | $219,000 | 0.0% | 2,400 | 0.0% | 0.10% | +5.0% |
| Q4 2021 | $219,000 | -0.5% | 2,400 | 0.0% | 0.10% | -8.3% |
| Q3 2021 | $220,000 | 0.0% | 2,400 | 0.0% | 0.11% | +1.9% |
| Q2 2021 | $220,000 | -18.2% | 2,400 | -18.3% | 0.11% | +42.7% |
| Q1 2021 | $269,000 | 0.0% | 2,936 | 0.0% | 0.08% | -7.4% |
| Q4 2020 | $269,000 | – | 2,936 | – | 0.08% | – |
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% |