SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,462,304 | +170.8% | 81,271 | +170.8% | 1.81% | +191.6% |
| Q2 2023 | $2,755,702 | +319.7% | 30,012 | +319.7% | 0.62% | +292.4% |
| Q1 2023 | $656,513 | -92.3% | 7,150 | -92.4% | 0.16% | -92.5% |
| Q4 2022 | $8,569,815 | -32.3% | 93,690 | -32.2% | 2.10% | -36.3% |
| Q3 2022 | $12,666,000 | +51.6% | 138,277 | +51.4% | 3.30% | +115.1% |
| Q2 2022 | $8,354,000 | +6277.1% | 91,312 | +6298.9% | 1.53% | +5577.8% |
| Q1 2021 | $131,000 | -3.7% | 1,427 | -4.1% | 0.03% | -12.9% |
| Q4 2020 | $136,000 | -86.2% | 1,488 | -86.2% | 0.03% | -87.7% |
| Q3 2020 | $984,000 | +3.7% | 10,753 | +3.7% | 0.25% | -29.7% |
| Q2 2020 | $949,000 | -18.9% | 10,371 | -18.8% | 0.36% | -30.0% |
| Q1 2020 | $1,170,000 | +140.2% | 12,770 | +139.7% | 0.51% | +166.3% |
| Q4 2019 | $487,000 | – | 5,328 | – | 0.19% | – |
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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% |