SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 423 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,043,238 | +2.8% | 163,834 | +2.8% | 0.06% | +4.8% |
| Q2 2023 | $14,628,028 | +16.1% | 159,312 | +16.1% | 0.06% | +8.8% |
| Q1 2023 | $12,599,724 | +97.2% | 137,222 | +96.4% | 0.06% | +83.9% |
| Q4 2022 | $6,389,911 | +11.4% | 69,858 | +11.5% | 0.03% | 0.0% |
| Q3 2022 | $5,737,000 | +25.2% | 62,629 | +25.1% | 0.03% | +34.8% |
| Q2 2022 | $4,581,000 | +208.9% | 50,067 | +208.7% | 0.02% | +283.3% |
| Q1 2022 | $1,483,000 | +71.2% | 16,221 | +71.2% | 0.01% | +50.0% |
| Q4 2021 | $866,000 | – | 9,473 | – | 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% |