SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 498 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,862,410 | -4.4% | 42,065 | -4.4% | 0.45% | +1.3% |
| Q2 2023 | $4,041,055 | -69.8% | 44,010 | -69.8% | 0.45% | -69.9% |
| Q1 2023 | $13,397,698 | +0.9% | 145,913 | +0.5% | 1.49% | -13.8% |
| Q4 2022 | $13,275,000 | +73.7% | 145,128 | +73.9% | 1.73% | +22.0% |
| Q3 2022 | $7,642,000 | +12.2% | 83,432 | +12.1% | 1.42% | -19.4% |
| Q2 2022 | $6,809,000 | +2132.5% | 74,425 | +2131.0% | 1.76% | +625.2% |
| Q4 2018 | $305,000 | +0.7% | 3,336 | +0.7% | 0.24% | +14.2% |
| Q3 2018 | $303,000 | +0.3% | 3,314 | +0.5% | 0.21% | -4.5% |
| Q2 2018 | $302,000 | -39.7% | 3,299 | -39.7% | 0.22% | -40.8% |
| Q1 2018 | $501,000 | – | 5,467 | – | 0.38% | – |
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% |