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 | $9,043,719 | -7.8% | 98,494 | -7.8% | 9.71% | +3.2% |
| Q2 2023 | $9,804,907 | -16.2% | 106,784 | -16.2% | 9.42% | -16.3% |
| Q1 2023 | $11,703,469 | +13.4% | 127,461 | +13.0% | 11.26% | +9.8% |
| Q4 2022 | $10,320,560 | -12.6% | 112,830 | -12.4% | 10.25% | -32.4% |
| Q3 2022 | $11,802,000 | +103.0% | 128,840 | +102.8% | 15.18% | +73.8% |
| Q2 2022 | $5,814,000 | – | 63,544 | – | 8.74% | – |
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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% |