SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 498 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,118,623 | -7.4% | 110,201 | -7.4% | 9.67% | -10.0% |
| Q2 2023 | $10,930,292 | +3.9% | 119,040 | +3.9% | 10.75% | -7.3% |
| Q1 2023 | $10,515,964 | +2.7% | 114,528 | +2.3% | 11.59% | -5.6% |
| Q4 2022 | $10,235,449 | +222.7% | 111,900 | +223.2% | 12.29% | +231.2% |
| Q3 2022 | $3,172,000 | -43.7% | 34,620 | -43.8% | 3.71% | -31.1% |
| Q2 2022 | $5,635,000 | – | 61,590 | – | 5.39% | – |
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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% |