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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $401,833 | -46.7% | 4,376 | -46.7% | 0.00% | – |
| Q2 2023 | $754,026 | -99.6% | 8,212 | -99.6% | 0.00% | -100.0% |
| Q1 2023 | $173,876,045 | -71.1% | 1,893,662 | -71.2% | 0.04% | -72.6% |
| Q4 2022 | $601,430,526 | +389.5% | 6,575,167 | +390.2% | 0.14% | +382.1% |
| Q3 2022 | $122,862,000 | -73.7% | 1,341,290 | -73.7% | 0.03% | -73.3% |
| Q2 2022 | $466,322,000 | +1954.5% | 5,096,971 | +1953.1% | 0.10% | +2000.0% |
| Q1 2022 | $22,698,000 | +128.4% | 248,256 | +128.4% | 0.01% | +150.0% |
| Q4 2021 | $9,938,000 | +1216.3% | 108,694 | +1217.0% | 0.00% | – |
| Q3 2021 | $755,000 | -70.5% | 8,253 | -70.5% | 0.00% | -100.0% |
| Q2 2021 | $2,555,000 | -87.8% | 27,931 | -87.8% | 0.00% | -80.0% |
| Q1 2021 | $21,017,000 | +0.6% | 229,692 | +0.6% | 0.01% | 0.0% |
| Q4 2020 | $20,901,000 | +189.6% | 228,384 | +189.6% | 0.01% | +150.0% |
| Q3 2020 | $7,217,000 | +198.2% | 78,858 | +198.2% | 0.00% | +100.0% |
| Q2 2020 | $2,420,000 | +52.2% | 26,443 | +52.4% | 0.00% | 0.0% |
| Q1 2020 | $1,590,000 | -97.9% | 17,350 | -97.9% | 0.00% | -94.7% |
| Q4 2019 | $76,230,000 | +5954.8% | 833,750 | +5963.6% | 0.02% | – |
| Q3 2019 | $1,259,000 | -0.1% | 13,750 | 0.0% | 0.00% | – |
| Q2 2019 | $1,260,000 | 0.0% | 13,750 | 0.0% | 0.00% | – |
| Q1 2019 | $1,260,000 | -32.2% | 13,750 | -32.3% | 0.00% | -100.0% |
| Q4 2018 | $1,859,000 | +124.2% | 20,320 | +124.5% | 0.00% | – |
| Q3 2018 | $829,000 | 0.0% | 9,050 | 0.0% | 0.00% | – |
| Q2 2018 | $829,000 | 0.0% | 9,050 | 0.0% | 0.00% | – |
| Q1 2018 | $829,000 | -5.0% | 9,050 | -5.2% | 0.00% | – |
| Q4 2017 | $873,000 | – | 9,550 | – | 0.00% | – |
Download | ||||||
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% |