SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,411,733 | +42.7% | 91,611 | +42.7% | 0.35% | +41.3% |
| Q2 2023 | $5,895,842 | +59.6% | 64,211 | +59.6% | 0.25% | +43.6% |
| Q1 2023 | $3,694,943 | -57.8% | 40,241 | -57.9% | 0.17% | -61.5% |
| Q4 2022 | $8,748,928 | +912.6% | 95,648 | +913.8% | 0.45% | +831.2% |
| Q3 2022 | $864,000 | -15.0% | 9,435 | -15.1% | 0.05% | -14.3% |
| Q2 2022 | $1,017,000 | +2.2% | 11,112 | +2.1% | 0.06% | -3.4% |
| Q1 2022 | $995,000 | +11.2% | 10,885 | +11.3% | 0.06% | +5.5% |
| Q4 2021 | $895,000 | +35.6% | 9,784 | +35.6% | 0.06% | +22.2% |
| Q3 2021 | $660,000 | +20.4% | 7,216 | +20.4% | 0.04% | +9.8% |
| Q2 2021 | $548,000 | +31.7% | 5,992 | +31.7% | 0.04% | +2.5% |
| Q1 2021 | $416,000 | +32.1% | 4,551 | +32.1% | 0.04% | +21.2% |
| Q4 2020 | $315,000 | -15.8% | 3,445 | -15.7% | 0.03% | -28.3% |
| Q3 2020 | $374,000 | -9.7% | 4,086 | -9.7% | 0.05% | -32.4% |
| Q2 2020 | $414,000 | +6.7% | 4,526 | +6.9% | 0.07% | -34.0% |
| Q1 2020 | $388,000 | -11.4% | 4,235 | -11.6% | 0.10% | +5.1% |
| Q4 2019 | $438,000 | +6.3% | 4,792 | +6.4% | 0.10% | -1.0% |
| Q3 2019 | $412,000 | +0.7% | 4,502 | +0.8% | 0.10% | -3.9% |
| Q2 2019 | $409,000 | +7.1% | 4,468 | +7.0% | 0.10% | -15.6% |
| Q1 2019 | $382,000 | – | 4,174 | – | 0.12% | – |
Download | ||||||
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% |