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 | $597,196 | -2.1% | 6,504 | -2.1% | 0.14% | -2.0% |
| Q2 2023 | $609,883 | -3.3% | 6,642 | -3.3% | 0.15% | -12.0% |
| Q1 2023 | $630,984 | -2.4% | 6,870 | -2.8% | 0.17% | -1.8% |
| Q4 2022 | $646,288 | -20.5% | 7,066 | -20.4% | 0.17% | -29.5% |
| Q3 2022 | $813,000 | -54.9% | 8,875 | -55.0% | 0.24% | -47.5% |
| Q2 2022 | $1,803,000 | -22.7% | 19,714 | -22.7% | 0.46% | -17.7% |
| Q1 2022 | $2,332,000 | -27.3% | 25,501 | -27.3% | 0.56% | -39.1% |
| Q4 2021 | $3,207,000 | +8.7% | 35,073 | +8.8% | 0.92% | -5.1% |
| Q3 2021 | $2,949,000 | -1.0% | 32,241 | -1.0% | 0.96% | -2.9% |
| Q2 2021 | $2,980,000 | +122.4% | 32,578 | +122.4% | 0.99% | +94.1% |
| Q1 2021 | $1,340,000 | -5.4% | 14,647 | -5.3% | 0.51% | -32.0% |
| Q4 2020 | $1,416,000 | -16.0% | 15,467 | -16.0% | 0.75% | -28.1% |
| Q3 2020 | $1,685,000 | -60.7% | 18,416 | -60.7% | 1.05% | -66.1% |
| Q2 2020 | $4,289,000 | -7.0% | 46,858 | -6.9% | 3.09% | -26.1% |
| Q1 2020 | $4,611,000 | +860.6% | 50,327 | +858.8% | 4.18% | +1240.7% |
| Q4 2019 | $480,000 | -94.1% | 5,249 | -94.1% | 0.31% | -95.5% |
| Q4 2018 | $8,089,000 | +7753.4% | 88,446 | +7782.9% | 6.89% | +9332.9% |
| Q2 2018 | $103,000 | – | 1,122 | – | 0.07% | – |
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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% |