SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 668 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,627,523 | +154.9% | 83,070 | +154.9% | 3.27% | +167.2% |
| Q2 2023 | $2,992,597 | -34.9% | 32,592 | -35.2% | 1.22% | -39.6% |
| Q1 2023 | $4,596,750 | -2.4% | 50,265 | -2.3% | 2.03% | +4.1% |
| Q4 2022 | $4,709,474 | -38.2% | 51,447 | -38.1% | 1.95% | -46.8% |
| Q3 2022 | $7,617,000 | +78.8% | 83,150 | +78.4% | 3.66% | +117.3% |
| Q2 2022 | $4,261,000 | -66.6% | 46,602 | -66.6% | 1.68% | -71.4% |
| Q1 2022 | $12,748,000 | -10.9% | 139,416 | -10.9% | 5.90% | -5.7% |
| Q4 2021 | $14,304,000 | +4234.5% | 156,487 | +4240.8% | 6.26% | +4155.8% |
| Q3 2021 | $330,000 | -76.3% | 3,605 | -76.3% | 0.15% | -76.3% |
| Q2 2021 | $1,391,000 | -86.8% | 15,204 | -86.8% | 0.62% | -87.7% |
| Q1 2021 | $10,559,000 | -60.4% | 115,404 | -60.4% | 5.06% | -62.4% |
| Q4 2020 | $26,677,000 | -72.2% | 291,487 | -72.2% | 13.45% | -67.5% |
| Q3 2020 | $95,964,000 | -4.7% | 1,048,557 | -4.7% | 41.42% | +1.6% |
| Q2 2020 | $100,676,000 | +6876.9% | 1,099,922 | +6883.2% | 40.77% | +5931.5% |
| Q1 2020 | $1,443,000 | -98.3% | 15,751 | -98.3% | 0.68% | -98.0% |
| Q4 2019 | $83,280,000 | +19088.9% | 910,855 | +19096.1% | 34.58% | +28957.1% |
| Q3 2019 | $434,000 | -54.6% | 4,745 | -54.5% | 0.12% | -56.6% |
| Q2 2019 | $955,000 | -98.6% | 10,428 | -98.6% | 0.27% | -98.6% |
| Q1 2019 | $67,977,000 | +550.9% | 742,112 | +549.9% | 19.10% | +464.8% |
| Q4 2018 | $10,444,000 | – | 114,191 | – | 3.38% | – |
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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% |