SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,611 | -14.1% | 28,571 | -13.7% | 2.00% | -26.2% |
| Q3 2023 | $3,039 | +49.6% | 33,099 | +49.6% | 2.71% | +57.6% |
| Q2 2023 | $2,031 | -3.6% | 22,121 | -3.6% | 1.72% | -6.2% |
| Q1 2023 | $2,107 | -99.8% | 22,946 | +145.7% | 1.83% | +86.5% |
| Q3 2020 | $855,000 | +0.2% | 9,338 | +0.2% | 0.98% | +1.8% |
| Q2 2020 | $853,000 | +113.2% | 9,315 | +113.6% | 0.97% | +66.6% |
| Q1 2020 | $400,000 | – | 4,361 | – | 0.58% | – |
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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% |