SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $113,398 | -70.7% | 1,235 | -70.7% | 0.00% | -77.8% |
| Q1 2023 | $387,021 | +1109.4% | 4,215 | +1104.3% | 0.01% | +800.0% |
| Q1 2021 | $32,000 | -44.8% | 350 | -44.9% | 0.00% | -50.0% |
| Q4 2020 | $58,000 | -48.7% | 635 | -48.8% | 0.00% | -50.0% |
| Q3 2020 | $113,000 | -8.1% | 1,240 | -7.5% | 0.00% | -20.0% |
| Q2 2020 | $123,000 | -30.9% | 1,340 | -30.9% | 0.01% | -44.4% |
| Q1 2020 | $178,000 | -32.3% | 1,940 | -32.5% | 0.01% | -10.0% |
| Q4 2019 | $263,000 | -38.6% | 2,875 | -38.5% | 0.01% | -41.2% |
| Q3 2019 | $428,000 | -27.5% | 4,677 | -27.3% | 0.02% | -22.7% |
| Q2 2019 | $590,000 | -52.1% | 6,437 | -52.2% | 0.02% | -48.8% |
| Q1 2019 | $1,233,000 | +70.5% | 13,460 | +70.4% | 0.04% | +72.0% |
| Q4 2018 | $723,000 | – | 7,900 | – | 0.02% | – |
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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% |