SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 964 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 3.02 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,402,997 | -13.2% | 58,869 | -13.1% | 0.17% | -19.0% |
| Q1 2024 | $6,221,653 | +2757.9% | 67,774 | +2747.6% | 0.21% | +2525.0% |
| Q4 2023 | $217,699 | -90.9% | 2,380 | -90.9% | 0.01% | -92.9% |
| Q3 2023 | $2,401,112 | -52.6% | 26,150 | -52.6% | 0.11% | -57.0% |
| Q2 2023 | $5,065,709 | -25.1% | 55,170 | -25.1% | 0.26% | -33.6% |
| Q1 2023 | $6,767,593 | -25.8% | 73,705 | -26.1% | 0.40% | -36.4% |
| Q4 2022 | $9,121,480 | -8.3% | 99,721 | -8.1% | 0.62% | -17.8% |
| Q3 2022 | $9,943,000 | +3624.0% | 108,553 | +3627.8% | 0.76% | +2932.0% |
| Q4 2020 | $267,000 | -58.3% | 2,912 | -58.3% | 0.02% | -65.8% |
| Q3 2020 | $640,000 | -88.1% | 6,989 | -88.2% | 0.07% | -90.1% |
| Q4 2019 | $5,397,000 | +2.2% | 59,026 | +2.4% | 0.74% | -10.2% |
| Q3 2019 | $5,281,000 | -4.0% | 57,654 | -3.9% | 0.82% | -7.1% |
| Q2 2019 | $5,499,000 | -58.2% | 60,024 | -58.2% | 0.88% | -64.4% |
| Q1 2019 | $13,149,000 | +12.7% | 143,548 | +12.7% | 2.48% | +0.1% |
| Q4 2018 | $11,670,000 | +48.7% | 127,414 | +48.7% | 2.48% | +52.4% |
| Q3 2018 | $7,847,000 | – | 85,690 | – | 1.63% | – |
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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% |