SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,527 | 0.0% | 3,872 | 0.0% | 0.10% | +2.2% |
| Q2 2023 | $355,527 | 0.0% | 3,872 | 0.0% | 0.09% | -4.1% |
| Q1 2023 | $355,527 | -9.0% | 3,872 | -9.4% | 0.10% | -13.4% |
| Q4 2022 | $390,760 | -0.1% | 4,272 | 0.0% | 0.11% | -6.7% |
| Q3 2022 | $391,000 | -76.5% | 4,272 | -76.5% | 0.12% | -78.5% |
| Q2 2022 | $1,666,000 | -40.7% | 18,208 | -40.7% | 0.56% | -33.5% |
| Q1 2022 | $2,808,000 | -0.6% | 30,709 | -0.7% | 0.84% | -0.1% |
| Q4 2021 | $2,826,000 | +3.6% | 30,914 | +3.7% | 0.84% | -1.3% |
| Q3 2021 | $2,727,000 | -2.4% | 29,821 | -2.3% | 0.85% | -3.5% |
| Q2 2021 | $2,793,000 | -2.6% | 30,538 | -2.6% | 0.88% | -9.1% |
| Q1 2021 | $2,869,000 | +4.3% | 31,357 | +4.3% | 0.97% | -2.0% |
| Q4 2020 | $2,751,000 | +26.3% | 30,057 | +26.3% | 0.99% | +17.3% |
| Q3 2020 | $2,178,000 | – | 23,794 | – | 0.84% | – |
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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% |