SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 668 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,405,489 | -6.0% | 15,307 | -6.0% | 0.13% | +0.8% |
| Q2 2023 | $1,495,381 | +3.9% | 16,286 | +3.9% | 0.13% | -4.5% |
| Q1 2023 | $1,438,820 | +16.3% | 15,670 | +15.8% | 0.13% | +8.2% |
| Q4 2022 | $1,237,589 | +39.2% | 13,530 | +39.5% | 0.12% | +27.1% |
| Q3 2022 | $889,000 | +203.4% | 9,700 | +203.1% | 0.10% | +300.0% |
| Q2 2022 | $293,000 | -19.9% | 3,200 | -20.0% | 0.02% | -22.6% |
| Q4 2020 | $366,000 | -46.6% | 4,000 | -46.7% | 0.03% | -50.8% |
| Q3 2020 | $686,000 | 0.0% | 7,500 | 0.0% | 0.06% | -7.4% |
| Q2 2020 | $686,000 | -0.1% | 7,500 | 0.0% | 0.07% | -25.3% |
| Q1 2020 | $687,000 | -11.6% | 7,500 | -11.8% | 0.09% | +21.3% |
| Q4 2019 | $777,000 | -0.3% | 8,500 | 0.0% | 0.08% | -10.7% |
| Q3 2019 | $779,000 | – | 8,500 | – | 0.08% | – |
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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% |