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 | $6,708,229 | -3.6% | 73,058 | -3.6% | 0.05% | 0.0% |
| Q2 2023 | $6,960,133 | +1.3% | 75,802 | +1.3% | 0.05% | -5.6% |
| Q1 2023 | $6,873,066 | -1.3% | 74,854 | -1.7% | 0.05% | -5.3% |
| Q4 2022 | $6,966,000 | +13.2% | 76,154 | +13.3% | 0.06% | +5.6% |
| Q3 2022 | $6,155,000 | +34.1% | 67,197 | +33.9% | 0.05% | +42.1% |
| Q2 2022 | $4,591,000 | +1.1% | 50,185 | +1.0% | 0.04% | +22.6% |
| Q1 2022 | $4,542,000 | -4.7% | 49,675 | -4.7% | 0.03% | 0.0% |
| Q4 2021 | $4,764,000 | -5.4% | 52,106 | -5.4% | 0.03% | -13.9% |
| Q3 2021 | $5,036,000 | +9.8% | 55,062 | +9.8% | 0.04% | +2.9% |
| Q2 2021 | $4,585,000 | +5.3% | 50,125 | +5.4% | 0.04% | -14.6% |
| Q1 2021 | $4,353,000 | +2.1% | 47,571 | +2.1% | 0.04% | -2.4% |
| Q4 2020 | $4,264,000 | +2.5% | 46,594 | +2.5% | 0.04% | -10.6% |
| Q3 2020 | $4,161,000 | +18.9% | 45,470 | +19.0% | 0.05% | +9.3% |
| Q2 2020 | $3,499,000 | +58.2% | 38,224 | +58.3% | 0.04% | +34.4% |
| Q1 2020 | $2,212,000 | +11.7% | 24,143 | +11.5% | 0.03% | +52.4% |
| Q4 2019 | $1,980,000 | +333.3% | 21,653 | +333.7% | 0.02% | +320.0% |
| Q3 2019 | $457,000 | -0.2% | 4,993 | -0.2% | 0.01% | 0.0% |
| Q2 2019 | $458,000 | +8.5% | 5,004 | +8.6% | 0.01% | 0.0% |
| Q1 2019 | $422,000 | -1.4% | 4,606 | -1.5% | 0.01% | -16.7% |
| Q4 2018 | $428,000 | – | 4,675 | – | 0.01% | – |
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% |