SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 568 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $522,823 | +23.1% | 5,694 | +23.1% | 0.00% | 0.0% |
| Q2 2023 | $424,759 | -40.3% | 4,626 | -40.3% | 0.00% | -33.3% |
| Q1 2023 | $711,789 | +43.3% | 7,752 | +42.8% | 0.00% | +50.0% |
| Q4 2022 | $496,682 | +56.7% | 5,430 | +56.8% | 0.00% | +100.0% |
| Q3 2022 | $317,000 | +170.9% | 3,462 | +170.0% | 0.00% | 0.0% |
| Q2 2022 | $117,000 | +2.6% | 1,282 | +3.0% | 0.00% | – |
| Q1 2022 | $114,000 | +16.3% | 1,245 | +15.8% | 0.00% | – |
| Q4 2021 | $98,000 | +12.6% | 1,075 | +13.3% | 0.00% | – |
| Q3 2021 | $87,000 | -2.2% | 949 | -2.6% | 0.00% | – |
| Q2 2021 | $89,000 | -53.6% | 974 | -53.6% | 0.00% | -100.0% |
| Q1 2021 | $192,000 | -6.8% | 2,097 | -6.9% | 0.00% | 0.0% |
| Q4 2020 | $206,000 | 0.0% | 2,252 | -0.1% | 0.00% | 0.0% |
| Q3 2020 | $206,000 | -14.5% | 2,254 | -14.3% | 0.00% | 0.0% |
| Q2 2020 | $241,000 | +79.9% | 2,629 | +79.7% | 0.00% | 0.0% |
| Q1 2020 | $134,000 | +45.7% | 1,463 | +45.4% | 0.00% | – |
| Q4 2019 | $92,000 | 0.0% | 1,006 | 0.0% | 0.00% | -100.0% |
| Q3 2019 | $92,000 | 0.0% | 1,006 | +0.7% | 0.00% | 0.0% |
| Q2 2019 | $92,000 | +100.0% | 999 | +99.8% | 0.00% | – |
| Q1 2019 | $46,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q4 2018 | $46,000 | – | 500 | – | 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% |