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 | $1,648,169 | -1.1% | 17,950 | -1.1% | 0.20% | -1.5% |
| Q2 2023 | $1,666,533 | -1.2% | 18,150 | -1.2% | 0.20% | -4.7% |
| Q1 2023 | $1,686,917 | +0.4% | 18,372 | 0.0% | 0.21% | -7.5% |
| Q4 2022 | $1,680,487 | -0.1% | 18,372 | 0.0% | 0.23% | -6.6% |
| Q3 2022 | $1,683,000 | +0.1% | 18,372 | 0.0% | 0.24% | -3.9% |
| Q2 2022 | $1,681,000 | +0.1% | 18,372 | 0.0% | 0.25% | +4.5% |
| Q1 2022 | $1,680,000 | -45.8% | 18,372 | -45.8% | 0.24% | -41.3% |
| Q4 2021 | $3,101,000 | +2.2% | 33,917 | +2.2% | 0.41% | -0.5% |
| Q3 2021 | $3,034,000 | +10.0% | 33,175 | +10.0% | 0.42% | +2.7% |
| Q2 2021 | $2,758,000 | +11.0% | 30,151 | +11.0% | 0.40% | +12.5% |
| Q1 2021 | $2,484,000 | +11.0% | 27,151 | +11.0% | 0.36% | +2.6% |
| Q4 2020 | $2,238,000 | – | 24,450 | – | 0.35% | – |
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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% |