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 | $7,677,825 | -31.2% | 83,618 | -31.2% | 3.29% | -28.9% |
| Q2 2023 | $11,164,471 | +832.7% | 121,591 | +832.7% | 4.63% | +795.7% |
| Q1 2023 | $1,197,057 | +418.1% | 13,037 | +416.1% | 0.52% | +361.6% |
| Q4 2022 | $231,053 | -57.5% | 2,526 | -57.5% | 0.11% | -59.1% |
| Q3 2022 | $544,000 | -2.7% | 5,943 | -2.7% | 0.27% | -0.7% |
| Q2 2022 | $559,000 | -37.8% | 6,108 | -37.8% | 0.28% | -20.0% |
| Q1 2022 | $898,000 | +36.3% | 9,821 | +36.2% | 0.34% | +42.6% |
| Q4 2021 | $659,000 | -20.1% | 7,209 | -20.0% | 0.24% | -23.9% |
| Q3 2021 | $825,000 | -22.6% | 9,016 | -22.6% | 0.32% | -26.4% |
| Q2 2021 | $1,066,000 | +84.1% | 11,651 | +84.1% | 0.43% | +61.2% |
| Q1 2021 | $579,000 | -25.8% | 6,329 | -25.8% | 0.27% | -36.9% |
| Q4 2020 | $780,000 | +105.8% | 8,527 | +105.5% | 0.42% | +69.3% |
| Q3 2020 | $379,000 | – | 4,150 | – | 0.25% | – |
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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% |