SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,149,311 | +23.8% | 12,517 | +23.4% | 1.25% | +29.5% |
| Q2 2023 | $928,653 | +305.1% | 10,147 | +305.4% | 0.96% | +268.3% |
| Q1 2023 | $229,225 | -64.5% | 2,503 | -64.5% | 0.26% | -66.1% |
| Q4 2022 | $645,412 | -64.6% | 7,056 | -64.6% | 0.77% | -67.4% |
| Q3 2022 | $1,824,441 | -25.0% | 19,917 | -25.1% | 2.37% | -22.6% |
| Q2 2022 | $2,432,046 | -23.3% | 26,583 | -23.4% | 3.07% | +0.2% |
| Q1 2022 | $3,172,072 | +1367.0% | 34,694 | +1367.0% | 3.06% | +1407.4% |
| Q4 2021 | $216,232 | – | 2,365 | – | 0.20% | – |
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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% |