SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 137 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $586,471 | -15.0% | 6,390 | -15.0% | 0.02% | -23.8% |
| Q1 2024 | $690,058 | -56.8% | 7,517 | -57.0% | 0.02% | -60.4% |
| Q4 2023 | $1,597,223 | -81.5% | 17,477 | -81.5% | 0.05% | -84.2% |
| Q3 2023 | $8,653,969 | -24.9% | 94,248 | -24.9% | 0.34% | -24.0% |
| Q2 2023 | $11,518,105 | +44.1% | 125,441 | +44.1% | 0.44% | +34.0% |
| Q1 2023 | $7,993,891 | +6.5% | 87,060 | +6.1% | 0.33% | -12.5% |
| Q4 2022 | $7,503,901 | +46799.4% | 82,036 | +46777.7% | 0.38% | +37500.0% |
| Q1 2022 | $16,000 | +166.7% | 175 | +157.4% | 0.00% | -50.0% |
| Q3 2020 | $6,000 | -99.9% | 68 | -99.8% | 0.00% | -99.4% |
| Q2 2020 | $4,002,000 | +1073.6% | 43,720 | +1075.3% | 0.36% | +454.7% |
| Q3 2018 | $341,000 | 0.0% | 3,720 | 0.0% | 0.06% | +39.1% |
| Q2 2018 | $341,000 | 0.0% | 3,720 | 0.0% | 0.05% | -4.2% |
| Q1 2018 | $341,000 | – | 3,720 | – | 0.05% | – |
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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% |