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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,353,442 | -1.7% | 47,413 | -1.7% | 2.03% | -1.2% |
| Q1 2023 | $4,427,358 | +1.6% | 48,218 | +1.2% | 2.05% | +21.8% |
| Q4 2022 | $4,357,833 | +487.3% | 47,642 | +486.8% | 1.69% | +666.8% |
| Q1 2022 | $742,000 | +10.1% | 8,119 | +10.1% | 0.22% | +22.2% |
| Q4 2021 | $674,000 | -2.3% | 7,373 | -2.3% | 0.18% | +19.2% |
| Q3 2021 | $690,000 | -64.1% | 7,546 | -64.1% | 0.15% | -58.6% |
| Q2 2021 | $1,923,000 | +5.9% | 21,020 | +5.9% | 0.36% | +3.4% |
| Q1 2021 | $1,816,000 | +0.6% | 19,851 | +0.6% | 0.35% | +9.6% |
| Q4 2020 | $1,806,000 | – | 19,736 | – | 0.32% | – |
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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% |