SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,430,898 | -5.9% | 429,437 | -5.9% | 1.50% | -3.0% |
| Q2 2023 | $41,919,618 | -3.8% | 456,541 | -3.8% | 1.55% | -8.7% |
| Q1 2023 | $43,559,264 | +142245.9% | 474,398 | +41.8% | 1.70% | -1.5% |
| Q4 2022 | $30,601 | -99.9% | 334,552 | -0.3% | 1.72% | -7.8% |
| Q3 2022 | $30,742,000 | +64.3% | 335,613 | +64.1% | 1.87% | +142.2% |
| Q2 2022 | $18,716,000 | +1103.6% | 204,573 | +1103.2% | 0.77% | +1735.7% |
| Q1 2022 | $1,555,000 | +0.4% | 17,003 | +0.4% | 0.04% | +23.5% |
| Q4 2021 | $1,549,000 | -24.7% | 16,937 | -24.7% | 0.03% | -38.2% |
| Q3 2021 | $2,058,000 | -0.1% | 22,499 | -0.1% | 0.06% | -1.8% |
| Q2 2021 | $2,060,000 | -1.7% | 22,519 | -1.7% | 0.06% | 0.0% |
| Q1 2021 | $2,095,000 | – | 22,901 | – | 0.06% | – |
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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% |