SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,021 | +1.3% | 4,814 | +1.3% | 0.04% | -2.3% |
| Q2 2023 | $436,329 | -8.0% | 4,752 | -8.0% | 0.04% | -15.4% |
| Q1 2023 | $474,342 | +25.2% | 5,166 | +24.8% | 0.05% | +15.6% |
| Q4 2022 | $378,777 | +18.0% | 4,141 | +18.1% | 0.04% | -2.2% |
| Q3 2022 | $321,000 | +6320.0% | 3,507 | +6914.0% | 0.05% | +4500.0% |
| Q2 2022 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 50 | -9.1% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | +400.0% | 55 | +323.1% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | -50.0% | 13 | -43.5% | 0.00% | -100.0% |
| Q3 2020 | $2,000 | +100.0% | 23 | +130.0% | 0.00% | – |
| Q2 2020 | $1,000 | – | 10 | – | 0.00% | – |
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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% |