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 | $82,583,880 | -1.2% | 899,411 | -1.2% | 11.62% | -1.4% |
| Q2 2023 | $83,599,961 | -1.9% | 910,477 | -1.9% | 11.80% | -11.4% |
| Q1 2023 | $85,187,345 | +200539.1% | 927,765 | +99.9% | 13.32% | +64.0% |
| Q4 2022 | $42,458 | +2.8% | 464,176 | +2.9% | 8.12% | -8.9% |
| Q3 2022 | $41,307 | +1044.6% | 450,951 | +1043.2% | 8.91% | +890.0% |
| Q2 2022 | $3,609 | -99.5% | 39,446 | +413.9% | 0.90% | +426.3% |
| Q1 2022 | $702,000 | -45.1% | 7,676 | -45.1% | 0.17% | -61.3% |
| Q3 2021 | $1,279,000 | -16.7% | 13,986 | -16.7% | 0.44% | -17.5% |
| Q1 2021 | $1,536,000 | -15.6% | 16,786 | -15.6% | 0.54% | -25.7% |
| Q4 2020 | $1,820,000 | – | 19,886 | – | 0.72% | – |
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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% |