MORGAN STANLEY - SPDR SER TR ownership

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
MORGAN STANLEY ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,482,271,406
-4.5%
16,143,229
-4.5%
0.15%
-1.3%
Q2 2023$1,552,314,856
-0.9%
16,906,064
-0.9%
0.15%
-8.9%
Q1 2023$1,565,757,519
+37.2%
17,052,466
+36.6%
0.17%
+29.2%
Q4 2022$1,141,495,071
+14.7%
12,479,447
+14.9%
0.13%
-4.4%
Q3 2022$995,083,000
+40.1%
10,863,347
+40.0%
0.14%
+47.8%
Q2 2022$710,102,000
+13.2%
7,761,533
+13.1%
0.09%
+8.2%
Q1 2022$627,388,000
+18.2%
6,861,948
+18.2%
0.08%
+28.8%
Q4 2021$530,698,000
+4.1%
5,804,419
+4.2%
0.07%
-4.3%
Q3 2021$509,569,000
+5.1%
5,571,493
+5.1%
0.07%
+7.8%
Q2 2021$484,723,000
-22.1%
5,299,264
-22.0%
0.06%
-29.7%
Q1 2021$622,035,000
+2.1%
6,798,192
+2.2%
0.09%
-3.2%
Q4 2020$609,019,000
-8.6%
6,654,484
-8.6%
0.09%
-27.1%
Q3 2020$666,202,000
-9.8%
7,279,305
-9.8%
0.13%
-20.9%
Q2 2020$738,350,000
+22.0%
8,066,759
+22.1%
0.16%
-0.6%
Q1 2020$605,204,000
+59.5%
6,604,867
+59.2%
0.16%
+86.4%
Q4 2019$379,429,000
-3.1%
4,149,943
-2.9%
0.09%
-15.4%
Q3 2019$391,521,000
+20.7%
4,274,719
+20.7%
0.10%
+20.9%
Q2 2019$324,415,000
-6.9%
3,541,260
-6.9%
0.09%
-13.1%
Q1 2019$348,347,000
+6.5%
3,802,908
+6.4%
0.10%
+1.0%
Q4 2018$327,027,000
+94.7%
3,575,626
+95.0%
0.10%
+133.3%
Q3 2018$167,954,000
+36.2%
1,833,960
+36.2%
0.04%
+27.3%
Q2 2018$123,288,000
-11.4%
1,346,232
-11.5%
0.03%
-15.4%
Q1 2018$139,206,000
+36.5%
1,520,553
+36.3%
0.04%
+39.3%
Q4 2017$101,959,0001,115,5310.03%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
St. Louis Financial Planners Asset Management, LLC 913,362$83,545,26866.87%
Second Half Financial Partners, LLC 1,100,976$101,091,62950.35%
Constant Guidance Financial LLC 383,711$35,088,46846.33%
Fortis Group Advisors, LLC 959,274$88,080,57727.00%
Lake Hills Wealth Management, LLC 283,066$25,991,12026.30%
Impact Partnership Wealth, LLC 900,539$82,687,46225.73%
Cypress Capital, LLC 826,581$75,896,67723.29%
SYKON CAPITAL LLC 563,865$51,774,08422.17%
Spartan Planning & Wealth Management 196,662$18,057,50521.16%
UDINE WEALTH MANAGEMENT, INC. 226,895$20,833,49920.15%
View complete list of SPDR SER TR shareholders