SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 822 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 3.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $73,456 | +6.7% | 800 | +6.7% | 0.00% | – |
| Q1 2023 | $68,865 | +1047.8% | 750 | +1053.8% | 0.00% | – |
| Q4 2020 | $6,000 | +50.0% | 65 | +58.5% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 41 | +2.5% | 0.00% | – |
| Q2 2020 | $4,000 | -99.8% | 40 | -99.8% | 0.00% | -100.0% |
| Q1 2020 | $1,628,000 | -73.8% | 17,762 | -73.9% | 0.00% | -66.7% |
| Q4 2019 | $6,219,000 | -24.4% | 68,014 | -24.3% | 0.00% | -25.0% |
| Q3 2019 | $8,229,000 | -37.7% | 89,850 | -37.7% | 0.00% | -42.9% |
| Q2 2019 | $13,206,000 | -23.8% | 144,150 | -23.8% | 0.01% | -22.2% |
| Q1 2019 | $17,322,000 | +768.7% | 189,100 | +767.4% | 0.01% | +800.0% |
| Q4 2018 | $1,994,000 | – | 21,800 | – | 0.00% | – |
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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% |