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 | $14,567,772 | +96.4% | 158,656 | +96.4% | 0.26% | +102.4% |
| Q2 2023 | $7,415,733 | +117572.7% | 80,764 | +17.7% | 0.13% | -2.3% |
| Q1 2023 | $6,302 | +2.4% | 68,637 | +2.0% | 0.13% | -22.2% |
| Q4 2022 | $6,157 | -99.9% | 67,314 | -11.6% | 0.17% | -25.1% |
| Q3 2022 | $6,978,000 | +16.9% | 76,174 | +16.7% | 0.22% | +19.9% |
| Q2 2022 | $5,970,000 | +1388.8% | 65,254 | +1386.8% | 0.19% | +1450.0% |
| Q1 2022 | $401,000 | -60.1% | 4,389 | -60.1% | 0.01% | -83.3% |
| Q2 2020 | $1,006,000 | +0.2% | 10,992 | +0.3% | 0.07% | -22.6% |
| Q1 2020 | $1,004,000 | +22.1% | 10,959 | +21.8% | 0.09% | +34.8% |
| Q4 2019 | $822,000 | +127.7% | 8,995 | +128.2% | 0.07% | +68.3% |
| Q3 2019 | $361,000 | – | 3,941 | – | 0.04% | – |
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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% |