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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $195,966 | -15.8% | 2,141 | -15.7% | 0.02% | -34.8% |
| Q1 2020 | $232,832 | +0.2% | 2,541 | 0.0% | 0.02% | +9.5% |
| Q4 2019 | $232,324 | -0.2% | 2,541 | 0.0% | 0.02% | -8.7% |
| Q3 2019 | $232,730 | -0.0% | 2,541 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $232,781 | +0.0% | 2,541 | 0.0% | 0.02% | -11.5% |
| Q1 2019 | $232,756 | +0.2% | 2,541 | 0.0% | 0.03% | -13.3% |
| Q4 2018 | $232,400 | +74.9% | 2,541 | +75.1% | 0.03% | +100.0% |
| Q3 2018 | $132,883 | 0.0% | 1,451 | 0.0% | 0.02% | -6.2% |
| Q2 2018 | $132,883 | +0.0% | 1,451 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $132,839 | +0.2% | 1,451 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $132,621 | – | 1,451 | – | 0.02% | – |
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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% |