SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 837 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.22 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $774,138 | +43.4% | 8,431 | +43.4% | 0.10% | +38.9% |
| Q2 2023 | $539,932 | -2.7% | 5,880 | -2.7% | 0.07% | -12.2% |
| Q1 2023 | $554,715 | -0.8% | 6,041 | -1.2% | 0.08% | -3.5% |
| Q4 2022 | $559,275 | +0.0% | 6,114 | +0.1% | 0.08% | -21.3% |
| Q3 2022 | $559,000 | +14.8% | 6,108 | +14.6% | 0.11% | +17.4% |
| Q2 2022 | $487,000 | +47.1% | 5,328 | +47.1% | 0.09% | +53.3% |
| Q1 2022 | $331,000 | +22.6% | 3,622 | +22.9% | 0.06% | +17.6% |
| Q4 2021 | $270,000 | +9.8% | 2,948 | +9.8% | 0.05% | -7.3% |
| Q3 2021 | $246,000 | – | 2,686 | – | 0.06% | – |
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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% |