SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 568 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,052,684 | -1.0% | 22,356 | -1.0% | 1.08% | +2.8% |
| Q2 2023 | $2,072,753 | -36.9% | 22,574 | -36.9% | 1.05% | -39.6% |
| Q1 2023 | $3,283,636 | +2.4% | 35,762 | +2.0% | 1.74% | -5.2% |
| Q4 2022 | $3,207,953 | +7.8% | 35,071 | +7.9% | 1.83% | -0.1% |
| Q3 2022 | $2,977,000 | +91.2% | 32,497 | +91.0% | 1.83% | +94.9% |
| Q2 2022 | $1,557,000 | +12.9% | 17,014 | +12.8% | 0.94% | +24.5% |
| Q1 2022 | $1,379,000 | +140.2% | 15,084 | +140.3% | 0.76% | +142.3% |
| Q4 2021 | $574,000 | -57.2% | 6,276 | -57.2% | 0.31% | -77.2% |
| Q1 2020 | $1,342,000 | -39.6% | 14,650 | -39.7% | 1.37% | -17.8% |
| Q4 2019 | $2,221,000 | -6.7% | 24,295 | -6.6% | 1.67% | -15.1% |
| Q3 2019 | $2,381,000 | +32.1% | 25,998 | +32.1% | 1.96% | +28.8% |
| Q2 2019 | $1,803,000 | -5.8% | 19,683 | -5.8% | 1.52% | -9.1% |
| Q1 2019 | $1,913,000 | +24.5% | 20,885 | +24.3% | 1.68% | +6.0% |
| Q4 2018 | $1,537,000 | +26.1% | 16,806 | +26.3% | 1.58% | +47.0% |
| Q3 2018 | $1,219,000 | – | 13,311 | – | 1.08% | – |
Download | ||||||
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% |