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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $230,744 | -85.3% | 2,513 | -85.3% | 0.47% | -86.9% |
| Q1 2023 | $1,569,755 | +318.3% | 17,096 | +316.7% | 3.63% | +306.0% |
| Q4 2022 | $375,301 | -85.6% | 4,103 | -85.6% | 0.89% | -81.0% |
| Q3 2022 | $2,606,000 | +330.0% | 28,454 | +329.3% | 4.72% | +375.3% |
| Q2 2022 | $606,000 | -47.2% | 6,628 | -47.2% | 0.99% | -12.2% |
| Q1 2022 | $1,147,000 | -41.5% | 12,542 | -41.4% | 1.13% | -82.5% |
| Q1 2020 | $1,960,000 | – | 21,390 | – | 6.46% | – |
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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% |