SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 568 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203 | -45.9% | 2,216 | -46.0% | 0.16% | -58.7% |
| Q4 2022 | $375 | -99.9% | 4,103 | +5.1% | 0.38% | +5.3% |
| Q3 2022 | $358,000 | -16.9% | 3,905 | -17.2% | 0.36% | -14.4% |
| Q2 2022 | $431,000 | -77.1% | 4,715 | -77.1% | 0.42% | -70.3% |
| Q1 2022 | $1,881,000 | -24.0% | 20,568 | -24.1% | 1.40% | -40.9% |
| Q4 2021 | $2,476,000 | -6.8% | 27,085 | -6.8% | 2.37% | -12.3% |
| Q3 2021 | $2,658,000 | -3.8% | 29,064 | -3.7% | 2.70% | -2.0% |
| Q2 2021 | $2,762,000 | -25.2% | 30,195 | -25.2% | 2.76% | -31.9% |
| Q1 2021 | $3,694,000 | -10.7% | 40,372 | -10.7% | 4.05% | +4.7% |
| Q4 2020 | $4,136,000 | -72.8% | 45,196 | -72.8% | 3.87% | -71.9% |
| Q3 2020 | $15,208,000 | -41.9% | 166,176 | -41.9% | 13.77% | -35.0% |
| Q2 2020 | $26,166,000 | +135.2% | 285,872 | +135.5% | 21.19% | +72.0% |
| Q1 2020 | $11,125,000 | – | 121,412 | – | 12.32% | – |
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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% |