SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 224 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,450,206 | -4.9% | 64,911 | -4.8% | 0.07% | -10.5% |
| Q1 2024 | $6,781,239 | -8.2% | 68,208 | -8.5% | 0.08% | -16.5% |
| Q4 2023 | $7,390,754 | +6.6% | 74,564 | +6.9% | 0.09% | -8.1% |
| Q3 2023 | $6,934,745 | -1.8% | 69,745 | -1.7% | 0.10% | -2.0% |
| Q2 2023 | $7,059,472 | -32.9% | 70,978 | -32.8% | 0.10% | -39.9% |
| Q1 2023 | $10,520,908 | – | 105,621 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hershey Financial Advisers, LLC | 246,344 | $24,479,201 | 21.97% |
| NDWM LLC | 177,955 | $17,683,424 | 15.67% |
| Delos Wealth Advisors, LLC | 123,506 | $12,272,792 | 11.86% |
| Sargent Investment Group, LLC | 486,001 | $48,293,921 | 9.85% |
| PECAUT & CO. | 244,500 | $24,295,979 | 9.19% |
| Treasure Coast Financial Planning | 112,383 | $11,167,499 | 7.36% |
| IAMS WEALTH MANAGEMENT, LLC | 104,013 | $10,335,937 | 5.66% |
| Proficio Capital Partners LLC | 537,741 | $53,435,317 | 5.61% |
| Anson Capital, Inc. | 56,952 | $5,659,333 | 5.58% |
| Miller Investment Management, LP | 413,344 | $41,073,993 | 4.91% |