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 | $34,938,821 | +165.4% | 380,514 | +165.4% | 11.23% | +137.6% |
| Q2 2023 | $13,164,569 | -33.8% | 143,374 | -33.8% | 4.73% | +4.1% |
| Q1 2023 | $19,876,297 | -62.0% | 216,470 | -62.1% | 4.54% | -59.0% |
| Q4 2022 | $52,251,828 | -18.8% | 571,246 | -18.7% | 11.06% | -36.9% |
| Q3 2022 | $64,352,000 | +4.4% | 702,532 | +4.3% | 17.55% | +5.7% |
| Q2 2022 | $61,638,000 | +218.6% | 673,714 | +218.4% | 16.60% | +233.4% |
| Q1 2022 | $19,345,000 | -98.8% | 211,586 | +1057.2% | 4.98% | +1111.4% |
| Q4 2021 | $1,671,706,000 | +61157.1% | 18,284 | -38.7% | 0.41% | -69.8% |
| Q3 2021 | $2,729,000 | +530.3% | 29,839 | +529.6% | 1.36% | +293.9% |
| Q2 2021 | $433,000 | -70.9% | 4,739 | -70.9% | 0.35% | -70.1% |
| Q1 2021 | $1,488,000 | -94.8% | 16,261 | -94.8% | 1.16% | -96.0% |
| Q1 2020 | $28,688,000 | +12212.4% | 313,087 | +12173.1% | 29.17% | +15667.6% |
| Q4 2019 | $233,000 | – | 2,551 | – | 0.18% | – |
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% |