Thomas J. Herzfeld Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 261 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is 0.17 and the average weighting 2.4%.

Quarter-by-quarter ownership
Thomas J. Herzfeld Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$125,647
-0.0%
1,3690.0%0.04%0.0%
Q1 2024$125,674
-64.2%
1,369
-64.4%
0.04%
-65.9%
Q4 2023$351,029
-89.3%
3,841
-89.2%
0.13%
-89.8%
Q3 2023$3,275,679
+226.7%
35,675
+226.7%
1.26%
+217.0%
Q2 2023$1,002,5830.0%10,9190.0%0.40%
-1.7%
Q1 2023$1,002,583
+0.4%
10,9190.0%0.41%
-0.7%
Q4 2022$998,761
-0.1%
10,9190.0%0.41%
-4.0%
Q3 2022$1,000,000
+0.1%
10,9190.0%0.43%
+2.9%
Q2 2022$999,000
+0.1%
10,9190.0%0.41%
+10.7%
Q1 2022$998,0000.0%10,9190.0%0.37%
+3.3%
Q4 2021$998,000
-0.1%
10,9190.0%0.36%
-17.9%
Q3 2021$999,0000.0%10,9190.0%0.44%
+5.8%
Q2 2021$999,0000.0%10,9190.0%0.42%
-7.9%
Q1 2021$999,0000.0%10,9190.0%0.45%
-2.8%
Q4 2020$999,0000.0%10,9190.0%0.47%
-30.6%
Q3 2020$999,000
-0.1%
10,9190.0%0.67%
+36.9%
Q2 2020$1,000,000
-0.1%
10,9190.0%0.49%
-8.2%
Q1 2020$1,001,000
+0.3%
10,9190.0%0.53%
+49.6%
Q4 2019$998,000
-0.2%
10,9190.0%0.36%
-3.3%
Q3 2019$1,000,0000.0%10,9190.0%0.37%
-3.1%
Q2 2019$1,000,0000.0%10,9190.0%0.38%
+3.8%
Q1 2019$1,000,000
+0.1%
10,9190.0%0.37%
-7.8%
Q4 2018$999,00010,9190.40%
Other shareholders
SPDR SER TR shareholders Q4 2018
NameSharesValueWeighting ↓
Abich Financial Wealth Management LLC 713,950$65,526,33144.56%
Impact Partnership Wealth, LLC 1,065,542$97,795,46625.69%
Hershey Financial Advisers, LLC 310,547$28,502,05125.58%
ALETHEA CAPITAL MANAGEMENT, LLC 360,028$33,043,39325.07%
Savior LLC 47,351$4,345,87822.61%
Titan Manages, LLC 143,087$13,132,49420.62%
Twelve Points Wealth Management LLC 620,487$56,948,32620.03%
Second Half Financial Partners, LLC 271,026$24,874,79319.91%
Hibernia Wealth Partners, LLC 597,374$54,826,74819.09%
UDINE WEALTH MANAGEMENT, INC. 253,167$23,235,66716.19%
View complete list of SPDR SER TR shareholders