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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $2,226,197 | -53.0% | 24,338 | -52.9% | 3.04% | -36.5% |
Q3 2022 | $4,732,000 | -34.7% | 51,655 | -34.8% | 4.78% | -36.7% |
Q2 2022 | $7,249,000 | -1.4% | 79,230 | -1.5% | 7.56% | +12.5% |
Q1 2022 | $7,351,000 | -1.0% | 80,403 | -1.0% | 6.72% | -0.4% |
Q4 2021 | $7,423,000 | +14.7% | 81,193 | +14.7% | 6.75% | +6.4% |
Q3 2021 | $6,473,000 | -5.0% | 70,771 | -5.0% | 6.34% | -3.1% |
Q2 2021 | $6,813,000 | +0.4% | 74,480 | +0.4% | 6.55% | -6.1% |
Q1 2021 | $6,789,000 | -11.2% | 74,201 | -11.2% | 6.98% | -15.2% |
Q4 2020 | $7,649,000 | – | 83,579 | – | 8.22% | – |
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% |