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 | $44,597,892 | -3.6% | 485,710 | -3.6% | 0.05% | -2.1% |
| Q2 2023 | $46,255,243 | -0.8% | 503,760 | -0.8% | 0.05% | -16.1% |
| Q1 2023 | $46,647,314 | +1.9% | 508,030 | +1.5% | 0.06% | +5.7% |
| Q4 2022 | $45,795,371 | +3.3% | 500,660 | +3.4% | 0.05% | -26.4% |
| Q3 2022 | $44,335,000 | -0.1% | 484,010 | -0.2% | 0.07% | +16.1% |
| Q2 2022 | $44,366,000 | -10.3% | 484,928 | -10.3% | 0.06% | +3.3% |
| Q1 2022 | $49,453,000 | -11.8% | 540,881 | -11.8% | 0.06% | +15.4% |
| Q4 2021 | $56,085,000 | -14.4% | 613,417 | -14.4% | 0.05% | -21.2% |
| Q3 2021 | $65,539,000 | -5.8% | 716,591 | -5.7% | 0.07% | -10.8% |
| Q2 2021 | $69,545,000 | +1.6% | 760,302 | +1.6% | 0.07% | -8.6% |
| Q1 2021 | $68,454,000 | -10.1% | 748,127 | -10.1% | 0.08% | -19.8% |
| Q4 2020 | $76,161,000 | +25.4% | 832,176 | +25.4% | 0.10% | +4.1% |
| Q3 2020 | $60,755,000 | +23.6% | 663,841 | +23.6% | 0.10% | +4.3% |
| Q2 2020 | $49,174,000 | +122.9% | 537,244 | +123.1% | 0.09% | +82.4% |
| Q1 2020 | $22,065,000 | -47.8% | 240,809 | -47.9% | 0.05% | -30.1% |
| Q4 2019 | $42,241,000 | +32.7% | 462,001 | +32.9% | 0.07% | +23.7% |
| Q3 2019 | $31,837,000 | – | 347,599 | – | 0.06% | – |
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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% |