SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 498 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,318,671 | +20.9% | 14,361 | +20.9% | 0.30% | +16.2% |
| Q2 2023 | $1,090,814 | -29.2% | 11,880 | -29.2% | 0.26% | -30.7% |
| Q1 2023 | $1,540,294 | -3.3% | 16,775 | -3.6% | 0.38% | -10.3% |
| Q4 2022 | $1,592,309 | -28.5% | 17,408 | -28.4% | 0.42% | -42.1% |
| Q3 2022 | $2,227,000 | -9.9% | 24,317 | -10.0% | 0.72% | -13.9% |
| Q2 2022 | $2,471,000 | +3.3% | 27,013 | +3.4% | 0.84% | -33.4% |
| Q4 2020 | $2,392,000 | -0.9% | 26,136 | -0.9% | 1.26% | -19.2% |
| Q3 2020 | $2,413,000 | +426.9% | 26,366 | +426.8% | 1.56% | +379.7% |
| Q2 2020 | $458,000 | -28.5% | 5,005 | -28.4% | 0.32% | -42.7% |
| Q1 2020 | $641,000 | -56.6% | 6,994 | -56.7% | 0.57% | -37.5% |
| Q4 2019 | $1,476,000 | -15.0% | 16,142 | -14.9% | 0.91% | -21.1% |
| Q3 2019 | $1,736,000 | -1.1% | 18,958 | -1.1% | 1.15% | -4.2% |
| Q2 2019 | $1,756,000 | – | 19,166 | – | 1.20% | – |
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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% |