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 | $71,489 | +215.7% | 778,578 | +215.7% | 0.15% | +221.7% |
| Q2 2023 | $22,644 | -10.0% | 246,617 | -10.0% | 0.05% | -13.2% |
| Q1 2023 | $25,148 | +48.6% | 273,892 | +48.0% | 0.05% | +29.3% |
| Q4 2022 | $16,923 | -100.0% | 185,016 | -64.6% | 0.04% | -66.7% |
| Q3 2022 | $47,889,000 | +82.7% | 522,812 | +82.5% | 0.12% | +80.9% |
| Q2 2022 | $26,216,000 | -41.6% | 286,549 | -41.7% | 0.07% | -34.0% |
| Q1 2022 | $44,910,000 | +1435.4% | 491,205 | +1435.4% | 0.10% | +1371.4% |
| Q4 2021 | $2,925,000 | -10.3% | 31,992 | -10.3% | 0.01% | -12.5% |
| Q3 2021 | $3,262,000 | +74.2% | 35,676 | +74.2% | 0.01% | +60.0% |
| Q2 2021 | $1,873,000 | +1.1% | 20,480 | +1.2% | 0.01% | 0.0% |
| Q1 2021 | $1,852,000 | -28.2% | 20,245 | -28.2% | 0.01% | -37.5% |
| Q4 2020 | $2,581,000 | -70.3% | 28,205 | -70.3% | 0.01% | -73.3% |
| Q3 2020 | $8,697,000 | +182.0% | 95,037 | +182.0% | 0.03% | +150.0% |
| Q2 2020 | $3,084,000 | +25.8% | 33,697 | +26.0% | 0.01% | +9.1% |
| Q1 2020 | $2,451,000 | -38.5% | 26,752 | -38.6% | 0.01% | -26.7% |
| Q4 2019 | $3,986,000 | -11.0% | 43,601 | -10.9% | 0.02% | -21.1% |
| Q3 2019 | $4,481,000 | -5.1% | 48,928 | -5.1% | 0.02% | -9.5% |
| Q2 2019 | $4,724,000 | -8.2% | 51,576 | -8.2% | 0.02% | -12.5% |
| Q1 2019 | $5,147,000 | +33.9% | 56,190 | +33.7% | 0.02% | +20.0% |
| Q4 2018 | $3,844,000 | +316.5% | 42,036 | +316.8% | 0.02% | +400.0% |
| Q3 2018 | $923,000 | -5.4% | 10,086 | -5.3% | 0.00% | -20.0% |
| Q2 2018 | $976,000 | +6.3% | 10,656 | +6.2% | 0.01% | 0.0% |
| Q1 2018 | $918,000 | – | 10,035 | – | 0.01% | – |
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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% |