SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 576 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $731,817 | +43.3% | 7,973 | +43.3% | 0.03% | +29.2% |
| Q1 2024 | $510,608 | +793.4% | 5,562 | +789.9% | 0.02% | +700.0% |
| Q4 2023 | $57,154 | +45.0% | 625 | +45.7% | 0.00% | 0.0% |
| Q3 2023 | $39,430 | -9.6% | 429 | -9.7% | 0.00% | 0.0% |
| Q2 2023 | $43,637 | -15.2% | 475 | -15.2% | 0.00% | -25.0% |
| Q1 2023 | $51,455 | +0.8% | 560 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $51,070 | +82.4% | 558 | +76.6% | 0.00% | +100.0% |
| Q3 2022 | $28,000 | -31.7% | 316 | -30.5% | 0.00% | -50.0% |
| Q2 2022 | $41,000 | -85.4% | 455 | -85.2% | 0.00% | -83.3% |
| Q1 2022 | $280,000 | -0.7% | 3,064 | -0.8% | 0.02% | +4.3% |
| Q4 2021 | $282,000 | -1.1% | 3,089 | -1.1% | 0.02% | -4.2% |
| Q3 2021 | $285,000 | 0.0% | 3,124 | 0.0% | 0.02% | -17.2% |
| Q2 2021 | $285,000 | 0.0% | 3,124 | -0.0% | 0.03% | -3.3% |
| Q1 2021 | $285,000 | -1.0% | 3,125 | -0.8% | 0.03% | -16.7% |
| Q4 2020 | $288,000 | +1.1% | 3,151 | +1.0% | 0.04% | -12.2% |
| Q3 2020 | $285,000 | 0.0% | 3,121 | 0.0% | 0.04% | -8.9% |
| Q2 2020 | $285,000 | 0.0% | 3,121 | +0.1% | 0.04% | -19.6% |
| Q1 2020 | $285,000 | +65.7% | 3,119 | +64.9% | 0.06% | +100.0% |
| Q4 2019 | $172,000 | -0.6% | 1,891 | +0.1% | 0.03% | -6.7% |
| Q3 2019 | $173,000 | +124.7% | 1,889 | +124.9% | 0.03% | +114.3% |
| Q2 2019 | $77,000 | – | 840 | – | 0.01% | – |
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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% |