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 | $260,851 | -67.1% | 2,840 | -67.1% | 0.02% | -69.6% |
| Q2 2023 | $793,217 | +90.7% | 8,638 | +90.7% | 0.06% | +75.0% |
| Q1 2023 | $415,931 | -52.1% | 4,529 | -52.3% | 0.03% | -55.6% |
| Q4 2022 | $868,349 | +1.6% | 9,493 | +1.7% | 0.07% | -20.0% |
| Q3 2022 | $855,000 | +197.9% | 9,332 | +197.7% | 0.09% | +246.2% |
| Q2 2022 | $287,000 | -4.7% | 3,135 | -4.8% | 0.03% | +8.3% |
| Q1 2022 | $301,000 | +42.0% | 3,293 | +41.9% | 0.02% | +26.3% |
| Q2 2021 | $212,000 | -24.8% | 2,321 | -24.7% | 0.02% | -36.7% |
| Q1 2021 | $282,000 | -39.5% | 3,082 | -39.4% | 0.03% | -53.1% |
| Q4 2020 | $466,000 | -45.9% | 5,088 | -45.9% | 0.06% | -69.5% |
| Q3 2020 | $861,000 | +14.5% | 9,408 | +14.4% | 0.21% | -9.1% |
| Q2 2020 | $752,000 | +24966.7% | 8,221 | +22736.1% | 0.23% | +11450.0% |
| Q1 2020 | $3,000 | – | 36 | – | 0.00% | – |
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% |