SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 469 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,314,784 | -0.0% | 25,221 | 0.0% | 0.56% | +7.1% |
| Q1 2024 | $2,315,288 | -0.5% | 25,221 | -0.9% | 0.52% | -16.9% |
| Q4 2023 | $2,325,967 | -19.2% | 25,451 | -18.8% | 0.63% | -24.3% |
| Q3 2023 | $2,879,568 | -4.8% | 31,361 | -4.8% | 0.83% | +0.6% |
| Q2 2023 | $3,024,184 | -15.3% | 32,936 | -15.3% | 0.83% | -19.4% |
| Q1 2023 | $3,569,595 | +40.2% | 38,876 | +39.7% | 1.02% | +34.9% |
| Q4 2022 | $2,545,610 | -17.9% | 27,830 | -17.8% | 0.76% | -35.3% |
| Q3 2022 | $3,102,000 | +50.1% | 33,870 | +49.9% | 1.17% | +60.8% |
| Q2 2022 | $2,066,000 | -28.2% | 22,600 | -28.3% | 0.73% | -14.9% |
| Q1 2022 | $2,879,000 | -1.4% | 31,500 | -1.3% | 0.86% | -2.7% |
| Q4 2021 | $2,919,000 | +8.7% | 31,925 | +8.7% | 0.88% | -4.1% |
| Q3 2021 | $2,685,000 | -17.0% | 29,365 | -16.9% | 0.92% | -19.7% |
| Q2 2021 | $3,233,000 | -16.5% | 35,341 | -16.5% | 1.14% | -17.4% |
| Q1 2021 | $3,871,000 | +9.1% | 42,304 | +9.1% | 1.39% | +2.1% |
| Q4 2020 | $3,549,000 | -10.2% | 38,774 | -10.2% | 1.36% | -17.3% |
| Q3 2020 | $3,950,000 | -18.2% | 43,159 | -18.2% | 1.64% | -23.4% |
| Q2 2020 | $4,830,000 | -16.9% | 52,779 | -16.9% | 2.14% | -29.8% |
| Q1 2020 | $5,813,000 | – | 63,514 | – | 3.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Abich Financial Wealth Management LLC | 713,950 | $65,526,331 | 44.56% |
| Impact Partnership Wealth, LLC | 1,065,542 | $97,795,466 | 25.69% |
| Hershey Financial Advisers, LLC | 310,547 | $28,502,051 | 25.58% |
| ALETHEA CAPITAL MANAGEMENT, LLC | 360,028 | $33,043,393 | 25.07% |
| Savior LLC | 47,351 | $4,345,878 | 22.61% |
| Titan Manages, LLC | 143,087 | $13,132,494 | 20.62% |
| Twelve Points Wealth Management LLC | 620,487 | $56,948,326 | 20.03% |
| Second Half Financial Partners, LLC | 271,026 | $24,874,793 | 19.91% |
| Hibernia Wealth Partners, LLC | 597,374 | $54,826,748 | 19.09% |
| UDINE WEALTH MANAGEMENT, INC. | 253,167 | $23,235,667 | 16.19% |