SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 498 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $666,889 | +10.5% | 7,263 | +10.5% | 0.18% | +1.7% |
| Q2 2023 | $603,533 | -17.3% | 6,573 | -17.3% | 0.17% | -25.0% |
| Q1 2023 | $730,154 | -98.0% | 7,952 | -98.0% | 0.23% | -98.3% |
| Q4 2022 | $36,639,283 | +64.2% | 400,562 | +58.5% | 13.29% | +35.3% |
| Q3 2022 | $22,317,000 | -59.3% | 252,740 | -57.8% | 9.82% | -53.2% |
| Q2 2022 | $54,816,000 | +787.0% | 599,143 | +788.0% | 21.00% | +478.3% |
| Q1 2020 | $6,180,000 | +0.2% | 67,474 | +0.1% | 3.63% | +22.5% |
| Q4 2019 | $6,165,000 | – | 67,420 | – | 2.96% | – |
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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% |