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 | $8,651,013 | +28.0% | 94,217 | +28.0% | 0.44% | +25.7% |
| Q2 2023 | $6,756,720 | +25.5% | 73,587 | +25.5% | 0.35% | +8.3% |
| Q1 2023 | $5,385,427 | -5.1% | 58,652 | -5.5% | 0.33% | -4.9% |
| Q4 2022 | $5,675,348 | +166.1% | 62,046 | +166.3% | 0.34% | +134.0% |
| Q3 2022 | $2,133,000 | +25.4% | 23,296 | +25.2% | 0.15% | +75.0% |
| Q2 2022 | $1,701,000 | -8.9% | 18,606 | -8.9% | 0.08% | +5.0% |
| Q1 2022 | $1,867,000 | +6.6% | 20,428 | +6.9% | 0.08% | +19.4% |
| Q4 2021 | $1,752,000 | -6.0% | 19,112 | -6.3% | 0.07% | -5.6% |
| Q3 2021 | $1,864,000 | -17.6% | 20,390 | -17.6% | 0.07% | -19.3% |
| Q2 2021 | $2,262,000 | -41.2% | 24,736 | -41.2% | 0.09% | -17.8% |
| Q1 2021 | $3,849,000 | -2.6% | 42,067 | -3.9% | 0.11% | -32.7% |
| Q4 2020 | $3,950,000 | +7.2% | 43,780 | +8.8% | 0.16% | -16.8% |
| Q3 2020 | $3,683,000 | -0.9% | 40,246 | -0.9% | 0.19% | -7.7% |
| Q2 2020 | $3,717,000 | +5.8% | 40,610 | +5.9% | 0.21% | -12.3% |
| Q1 2020 | $3,512,000 | -37.5% | 38,340 | -37.6% | 0.24% | -21.3% |
| Q4 2019 | $5,617,000 | +93.5% | 61,443 | +93.8% | 0.30% | +73.4% |
| Q3 2019 | $2,903,000 | +14.7% | 31,705 | +14.7% | 0.17% | +10.2% |
| Q2 2019 | $2,532,000 | +4.7% | 27,639 | +4.7% | 0.16% | -1.9% |
| Q1 2019 | $2,418,000 | -3.8% | 26,397 | -4.0% | 0.16% | -14.0% |
| Q4 2018 | $2,513,000 | +27.3% | 27,488 | +27.5% | 0.19% | +42.0% |
| Q3 2018 | $1,974,000 | +17.4% | 21,565 | +17.5% | 0.13% | 0.0% |
| Q2 2018 | $1,681,000 | -5.4% | 18,357 | -5.4% | 0.13% | -15.5% |
| Q1 2018 | $1,777,000 | -2.3% | 19,415 | -2.4% | 0.16% | -4.3% |
| Q4 2017 | $1,818,000 | – | 19,893 | – | 0.16% | – |
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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% |