SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $20,677 | -99.9% | 226,049 | -2.5% | 14.38% | -7.3% |
| Q3 2022 | $21,236,000 | +15630.4% | 231,828 | +15564.1% | 15.51% | +24512.7% |
| Q1 2022 | $135,000 | -30.1% | 1,480 | -29.9% | 0.06% | -29.2% |
| Q4 2021 | $193,000 | +12.9% | 2,111 | +12.6% | 0.09% | +1.1% |
| Q3 2021 | $171,000 | +54.1% | 1,875 | +54.4% | 0.09% | +57.1% |
| Q2 2021 | $111,000 | -70.2% | 1,214 | -70.2% | 0.06% | -76.1% |
| Q2 2020 | $372,000 | – | 4,068 | – | 0.23% | – |
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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% |