SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 837 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.22 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,230,265 | -0.7% | 89,635 | -0.7% | 0.13% | +2.4% |
| Q2 2023 | $8,291,861 | -51.4% | 90,306 | -51.4% | 0.12% | -54.6% |
| Q1 2023 | $17,072,644 | -45.4% | 185,936 | -45.6% | 0.27% | -48.7% |
| Q4 2022 | $31,276,909 | +7.9% | 341,936 | +8.1% | 0.53% | -1.8% |
| Q3 2022 | $28,984,000 | +41.9% | 316,416 | +41.7% | 0.54% | +44.9% |
| Q2 2022 | $20,428,000 | +3.7% | 223,282 | +3.6% | 0.37% | +22.6% |
| Q1 2022 | $19,708,000 | +10.7% | 215,555 | +10.7% | 0.30% | +12.5% |
| Q4 2021 | $17,805,000 | +1.8% | 194,734 | +1.8% | 0.27% | -10.0% |
| Q3 2021 | $17,493,000 | +16.1% | 191,259 | +16.1% | 0.30% | +18.0% |
| Q2 2021 | $15,063,000 | -99.9% | 164,677 | +23.8% | 0.26% | +138.3% |
| Q1 2021 | $12,168,036,000 | +205371.7% | 132,984 | +105.5% | 0.11% | -16.4% |
| Q4 2020 | $5,922,000 | -2.3% | 64,704 | -2.4% | 0.13% | -16.3% |
| Q3 2020 | $6,064,000 | +0.1% | 66,263 | +0.2% | 0.15% | -11.6% |
| Q2 2020 | $6,055,000 | +88.6% | 66,150 | +88.8% | 0.17% | +46.6% |
| Q1 2020 | $3,211,000 | +138.4% | 35,045 | +137.8% | 0.12% | +195.0% |
| Q4 2019 | $1,347,000 | +86.6% | 14,740 | +86.8% | 0.04% | +66.7% |
| Q3 2019 | $722,000 | +172.5% | 7,890 | +172.1% | 0.02% | +140.0% |
| Q2 2019 | $265,000 | -7.3% | 2,900 | -7.3% | 0.01% | -16.7% |
| Q1 2019 | $286,000 | -41.0% | 3,128 | -41.1% | 0.01% | -50.0% |
| Q4 2018 | $485,000 | +156.6% | 5,308 | +157.5% | 0.02% | +166.7% |
| Q3 2018 | $189,000 | +6.2% | 2,061 | +6.2% | 0.01% | -18.2% |
| Q2 2018 | $178,000 | +2125.0% | 1,941 | +1921.9% | 0.01% | +1000.0% |
| Q1 2018 | $8,000 | -86.9% | 96 | -85.8% | 0.00% | -80.0% |
| Q4 2017 | $61,000 | – | 675 | – | 0.01% | – |
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% |