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 | $20,258,338 | +15.6% | 220,631 | +15.6% | 3.91% | +19.6% |
| Q2 2023 | $17,521,827 | +6.5% | 190,828 | +6.5% | 3.26% | -0.1% |
| Q1 2023 | $16,445,697 | +11.3% | 179,108 | +10.9% | 3.27% | +2.2% |
| Q4 2022 | $14,773,960 | +70.9% | 161,517 | +71.1% | 3.20% | +62.4% |
| Q3 2022 | $8,645,000 | +11.4% | 94,375 | +11.3% | 1.97% | +17.8% |
| Q2 2022 | $7,761,000 | +0.6% | 84,824 | +0.5% | 1.67% | +18.2% |
| Q1 2022 | $7,716,000 | +68.0% | 84,397 | +68.0% | 1.42% | +87.2% |
| Q4 2021 | $4,594,000 | -62.1% | 50,246 | -62.1% | 0.76% | -79.0% |
| Q4 2019 | $12,122,000 | +110.4% | 132,587 | +110.7% | 3.60% | +90.6% |
| Q3 2019 | $5,762,000 | – | 62,913 | – | 1.89% | – |
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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% |