SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 668 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $948,776 | 0.0% | 10,333 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $948,776 | -6.0% | 10,333 | -6.0% | 0.00% | 0.0% |
| Q1 2023 | $1,009,193 | +96.9% | 10,991 | +96.2% | 0.00% | – |
| Q4 2022 | $512,414 | +153.7% | 5,602 | +153.3% | 0.00% | – |
| Q3 2022 | $202,000 | +3.1% | 2,212 | +2.8% | 0.00% | – |
| Q2 2022 | $196,000 | +232.2% | 2,151 | +230.9% | 0.00% | – |
| Q1 2022 | $59,000 | – | 650 | +32400.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 2 | -94.7% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | -100.0% | 38 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $7,851,000 | – | 85,804 | +2860033.3% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| Q3 2020 | $3,997,000 | -13.5% | 43,677 | -13.5% | 0.00% | -25.0% |
| Q2 2020 | $4,622,000 | +81.0% | 50,496 | +81.1% | 0.00% | +100.0% |
| Q1 2020 | $2,554,000 | -48.6% | 27,878 | -48.8% | 0.00% | -33.3% |
| Q4 2019 | $4,972,000 | +105.4% | 54,405 | +105.7% | 0.00% | +50.0% |
| Q3 2019 | $2,421,000 | +3.4% | 26,450 | +3.4% | 0.00% | +100.0% |
| Q2 2019 | $2,341,000 | -46.2% | 25,570 | -46.2% | 0.00% | -66.7% |
| Q1 2019 | $4,352,000 | +126.9% | 47,530 | +126.5% | 0.00% | +200.0% |
| Q4 2018 | $1,918,000 | +138.0% | 20,980 | +138.3% | 0.00% | – |
| Q3 2018 | $806,000 | -79.4% | 8,805 | -79.4% | 0.00% | -100.0% |
| Q2 2018 | $3,910,000 | +126.7% | 42,708 | +126.6% | 0.00% | 0.0% |
| Q1 2018 | $1,725,000 | – | 18,851 | – | 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% |