SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,905,836 | -41.3% | 75,211 | -41.3% | 3.71% | -39.5% |
| Q2 2023 | $11,756,732 | -2.3% | 128,041 | -2.3% | 6.13% | -4.0% |
| Q1 2023 | $12,035,562 | +4.9% | 131,078 | +4.5% | 6.39% | -0.3% |
| Q4 2022 | $11,471,999 | +576.0% | 125,418 | +577.0% | 6.41% | +542.6% |
| Q3 2022 | $1,697,000 | -4.9% | 18,525 | -5.1% | 1.00% | -0.3% |
| Q2 2022 | $1,785,000 | +63.9% | 19,513 | +63.8% | 1.00% | +68.1% |
| Q1 2022 | $1,089,000 | – | 11,912 | – | 0.60% | – |
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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% |