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 | $6,897,518 | -4.8% | 75,120 | -4.8% | 2.41% | -2.5% |
| Q2 2023 | $7,242,578 | +13.2% | 78,878 | +13.2% | 2.47% | -13.0% |
| Q1 2023 | $6,397,467 | -4.0% | 69,674 | -4.3% | 2.84% | -12.5% |
| Q4 2022 | $6,662,400 | +862.8% | 72,837 | +863.5% | 3.25% | +627.5% |
| Q3 2020 | $692,000 | -2.5% | 7,560 | -2.6% | 0.45% | -10.1% |
| Q2 2020 | $710,000 | -26.9% | 7,762 | -26.8% | 0.50% | -33.2% |
| Q1 2020 | $971,000 | -21.6% | 10,604 | -21.7% | 0.74% | -15.0% |
| Q4 2019 | $1,239,000 | -42.5% | 13,538 | -42.4% | 0.88% | -46.1% |
| Q3 2019 | $2,153,000 | +16.8% | 23,505 | +16.8% | 1.62% | +18.1% |
| Q2 2019 | $1,843,000 | -28.6% | 20,130 | -28.6% | 1.37% | -29.9% |
| Q1 2019 | $2,582,000 | -9.7% | 28,184 | -9.7% | 1.96% | -17.0% |
| Q4 2018 | $2,859,000 | +292.2% | 31,223 | +291.9% | 2.36% | +260.9% |
| Q3 2018 | $729,000 | – | 7,968 | – | 0.65% | – |
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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% |