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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,205,713 | +1073.5% | 122,040 | +1073.5% | 1.49% | +882.9% |
| Q1 2023 | $954,928 | -13.1% | 10,400 | -13.4% | 0.15% | -26.9% |
| Q4 2022 | $1,098,555 | -46.4% | 12,010 | -46.3% | 0.21% | -44.8% |
| Q3 2022 | $2,048,000 | -71.0% | 22,360 | -71.1% | 0.38% | -71.5% |
| Q2 2022 | $7,073,000 | -40.8% | 77,312 | -41.5% | 1.32% | -25.9% |
| Q1 2022 | $11,952,000 | +501.5% | 132,125 | +507.9% | 1.78% | +546.7% |
| Q4 2021 | $1,987,000 | -10.3% | 21,733 | -10.2% | 0.28% | -5.2% |
| Q3 2021 | $2,215,000 | -90.5% | 24,213 | -90.5% | 0.29% | -83.4% |
| Q2 2021 | $23,350,000 | +25.5% | 255,276 | +25.5% | 1.75% | -27.3% |
| Q1 2021 | $18,608,000 | +27.3% | 203,371 | +41.9% | 2.41% | +5.3% |
| Q4 2020 | $14,616,000 | +267.9% | 143,313 | +230.1% | 2.29% | +225.6% |
| Q3 2020 | $3,973,000 | -70.3% | 43,414 | -70.3% | 0.70% | -74.2% |
| Q2 2020 | $13,357,000 | -58.3% | 145,933 | -54.5% | 2.73% | -66.0% |
| Q1 2020 | $32,004,000 | +3043.8% | 320,586 | +2779.1% | 8.03% | +2632.3% |
| Q4 2019 | $1,018,000 | +186.8% | 11,135 | +187.4% | 0.29% | +122.7% |
| Q3 2019 | $355,000 | – | 3,875 | – | 0.13% | – |
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% |