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 | $5,595,287 | +25.2% | 60,938 | +25.2% | 0.04% | +34.4% |
| Q2 2023 | $4,469,871 | +85.6% | 48,680 | +85.6% | 0.03% | +39.1% |
| Q1 2023 | $2,407,782 | -33.6% | 26,223 | -33.9% | 0.02% | -47.7% |
| Q4 2022 | $3,627,641 | +67.4% | 39,659 | +67.5% | 0.04% | +63.0% |
| Q3 2022 | $2,167,000 | +79.8% | 23,670 | +79.5% | 0.03% | +68.8% |
| Q2 2022 | $1,205,000 | -29.7% | 13,187 | -29.7% | 0.02% | -15.8% |
| Q1 2022 | $1,714,000 | +44.2% | 18,754 | +44.2% | 0.02% | +46.2% |
| Q4 2021 | $1,189,000 | -13.1% | 13,008 | -13.1% | 0.01% | -31.6% |
| Q3 2021 | $1,369,000 | -27.1% | 14,969 | -27.1% | 0.02% | -26.9% |
| Q2 2021 | $1,877,000 | -9.3% | 20,524 | -9.3% | 0.03% | -27.8% |
| Q1 2021 | $2,070,000 | -35.8% | 22,623 | -35.8% | 0.04% | -46.3% |
| Q4 2020 | $3,223,000 | -12.8% | 35,220 | -12.8% | 0.07% | -29.5% |
| Q3 2020 | $3,697,000 | -9.9% | 40,392 | -9.9% | 0.10% | -23.4% |
| Q2 2020 | $4,103,000 | +7.3% | 44,822 | +7.4% | 0.12% | -23.9% |
| Q1 2020 | $3,825,000 | -22.3% | 41,748 | -22.5% | 0.16% | -16.8% |
| Q4 2019 | $4,924,000 | -46.3% | 53,860 | -46.2% | 0.20% | -57.8% |
| Q3 2019 | $9,164,000 | +121.9% | 100,053 | +121.9% | 0.46% | +96.6% |
| Q2 2019 | $4,130,000 | -11.5% | 45,091 | -11.5% | 0.24% | -22.1% |
| Q1 2019 | $4,666,000 | – | 50,948 | – | 0.30% | – |
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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% |