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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $523,374 | -1.9% | 5,700 | -1.9% | 0.53% | +2.3% |
| Q2 2023 | $533,474 | +23.4% | 5,810 | +23.4% | 0.52% | +13.5% |
| Q1 2023 | $432,472 | +7.2% | 4,710 | +6.8% | 0.46% | +3.6% |
| Q4 2022 | $403,383 | -0.2% | 4,410 | 0.0% | 0.44% | -6.5% |
| Q3 2022 | $404,000 | +0.2% | 4,410 | 0.0% | 0.48% | +4.2% |
| Q2 2022 | $403,000 | -6.5% | 4,410 | -6.4% | 0.46% | +17.2% |
| Q1 2022 | $431,000 | -47.7% | 4,710 | -47.7% | 0.39% | -44.0% |
| Q4 2021 | $824,000 | 0.0% | 9,010 | 0.0% | 0.70% | -8.8% |
| Q3 2021 | $824,000 | 0.0% | 9,010 | 0.0% | 0.76% | +0.1% |
| Q2 2021 | $824,000 | -15.1% | 9,010 | -15.1% | 0.76% | -19.3% |
| Q1 2021 | $971,000 | 0.0% | 10,610 | 0.0% | 0.94% | -7.6% |
| Q4 2020 | $971,000 | 0.0% | 10,610 | 0.0% | 1.02% | -10.8% |
| Q3 2020 | $971,000 | -8.7% | 10,610 | -8.6% | 1.14% | -28.7% |
| Q1 2020 | $1,064,000 | -8.4% | 11,610 | -8.7% | 1.60% | +27.9% |
| Q4 2019 | $1,162,000 | – | 12,710 | – | 1.26% | – |
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% |