SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $452,230 | +1.8% | 4,925 | +1.8% | 0.41% | -0.2% |
| Q2 2023 | $444,443 | +0.7% | 4,840 | -0.0% | 0.41% | -8.1% |
| Q1 2023 | $441,255 | -10.9% | 4,842 | -10.6% | 0.44% | -18.7% |
| Q4 2022 | $495,258 | -1.1% | 5,414 | -1.0% | 0.54% | -10.4% |
| Q3 2022 | $501,000 | -0.4% | 5,469 | -0.4% | 0.61% | +0.3% |
| Q2 2022 | $503,000 | +0.8% | 5,493 | +0.6% | 0.61% | +15.4% |
| Q1 2022 | $499,000 | -22.0% | 5,461 | -22.0% | 0.52% | -18.9% |
| Q4 2021 | $640,000 | – | 7,004 | – | 0.65% | – |
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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% |