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 | $18,194,316 | +108.6% | 198,152 | +108.6% | 0.50% | +137.3% |
| Q2 2023 | $8,724,002 | +4300.7% | 95,012 | +4300.7% | 0.21% | +4080.0% |
| Q1 2023 | $198,239 | -82.1% | 2,159 | -82.2% | 0.01% | -85.3% |
| Q4 2022 | $1,108,159 | -43.7% | 12,115 | -43.6% | 0.03% | -27.7% |
| Q3 2022 | $1,969,000 | +2490.8% | 21,497 | +2496.3% | 0.05% | +2250.0% |
| Q2 2022 | $76,000 | -73.3% | 828 | -73.4% | 0.00% | -71.4% |
| Q1 2022 | $285,000 | +10.0% | 3,115 | +9.8% | 0.01% | -68.2% |
| Q1 2020 | $259,000 | +735.5% | 2,836 | +719.7% | 0.02% | +1000.0% |
| Q4 2019 | $31,000 | -53.7% | 346 | -52.9% | 0.00% | -50.0% |
| Q3 2019 | $67,000 | – | 734 | – | 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% |