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 | $3,196,621 | +261.2% | 34,814 | +261.2% | 1.04% | +267.7% |
| Q2 2023 | $885,053 | +29.0% | 9,639 | +29.0% | 0.28% | +21.0% |
| Q1 2023 | $685,987 | +3.2% | 7,471 | +2.8% | 0.23% | -2.5% |
| Q4 2022 | $664,895 | -49.7% | 7,269 | -49.6% | 0.24% | -54.4% |
| Q3 2022 | $1,322,000 | -17.8% | 14,436 | -17.9% | 0.52% | -15.9% |
| Q2 2022 | $1,608,000 | +213.5% | 17,576 | +213.1% | 0.62% | +248.0% |
| Q1 2022 | $513,000 | -3.4% | 5,614 | -3.5% | 0.18% | -3.2% |
| Q4 2021 | $531,000 | – | 5,817 | – | 0.18% | – |
Download | ||||||
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% |