SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 498 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,421,960 | +18.9% | 113,504 | +18.9% | 2.21% | +17.3% |
| Q2 2023 | $8,765,038 | +29.2% | 95,459 | +29.2% | 1.89% | -1.9% |
| Q1 2023 | $6,783,442 | +70.5% | 73,878 | +69.9% | 1.92% | +61.0% |
| Q4 2022 | $3,977,756 | +28312.5% | 43,487 | +28509.9% | 1.20% | +29800.0% |
| Q2 2022 | $14,000 | +27.3% | 152 | +27.7% | 0.00% | +33.3% |
| Q1 2022 | $11,000 | -62.1% | 119 | -62.3% | 0.00% | -57.1% |
| Q4 2021 | $29,000 | +222.2% | 316 | +209.8% | 0.01% | +75.0% |
| Q3 2021 | $9,000 | -50.0% | 102 | -47.7% | 0.00% | -20.0% |
| Q2 2021 | $18,000 | -18.2% | 195 | -17.0% | 0.01% | -28.6% |
| Q1 2021 | $22,000 | -54.2% | 235 | -55.2% | 0.01% | -81.1% |
| Q4 2020 | $48,000 | – | 525 | – | 0.04% | – |
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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% |