SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,265,263 | -19.6% | 155,361 | -19.6% | 0.06% | -20.3% |
| Q2 2023 | $17,742,228 | +37272.5% | 193,228 | -62.6% | 0.07% | -66.2% |
| Q1 2023 | $47,474 | +96.7% | 517,045 | +95.9% | 0.20% | +68.6% |
| Q4 2022 | $24,141 | -99.6% | 263,937 | +346.3% | 0.12% | +332.1% |
| Q3 2022 | $5,416,000 | -31.0% | 59,140 | -31.1% | 0.03% | -33.3% |
| Q2 2022 | $7,847,000 | +5.1% | 85,782 | +5.0% | 0.04% | +16.7% |
| Q1 2022 | $7,466,000 | +2.4% | 81,669 | +2.4% | 0.04% | +5.9% |
| Q4 2021 | $7,292,000 | +10.3% | 79,765 | +10.3% | 0.03% | -2.9% |
| Q3 2021 | $6,613,000 | +35.1% | 72,319 | +35.1% | 0.04% | +25.0% |
| Q2 2021 | $4,896,000 | +11.1% | 53,533 | +11.1% | 0.03% | -6.7% |
| Q1 2021 | $4,406,000 | +40.0% | 48,164 | +40.0% | 0.03% | +25.0% |
| Q4 2020 | $3,147,000 | +124.1% | 34,399 | +124.1% | 0.02% | +84.6% |
| Q3 2020 | $1,404,000 | +74.8% | 15,349 | +74.9% | 0.01% | +62.5% |
| Q2 2020 | $803,000 | -96.3% | 8,778 | -96.3% | 0.01% | -97.2% |
| Q1 2020 | $21,792,000 | +10427.5% | 237,823 | +10395.3% | 0.29% | +9433.3% |
| Q4 2019 | $207,000 | 0.0% | 2,266 | +0.5% | 0.00% | 0.0% |
| Q3 2019 | $207,000 | +1280.0% | 2,255 | +1300.6% | 0.00% | – |
| Q2 2019 | $15,000 | – | 161 | – | 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% |