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 | $6,629,122 | 0.0% | 72,213 | 0.0% | 1.08% | +0.1% |
| Q1 2024 | $6,629,122 | -4.8% | 72,213 | -5.2% | 1.08% | -12.6% |
| Q4 2023 | $6,960,050 | +30.9% | 76,158 | +31.5% | 1.23% | +19.4% |
| Q3 2023 | $5,316,587 | +1011.6% | 57,902 | +1011.6% | 1.03% | +1059.6% |
| Q2 2023 | $478,296 | +1349.4% | 5,209 | +1323.2% | 0.09% | +368.4% |
| Q2 2022 | $33,000 | +13.8% | 366 | +14.4% | 0.02% | +26.7% |
| Q1 2022 | $29,000 | +11.5% | 320 | +11.5% | 0.02% | +25.0% |
| Q3 2021 | $26,000 | 0.0% | 287 | 0.0% | 0.01% | +9.1% |
| Q2 2021 | $26,000 | 0.0% | 287 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $26,000 | 0.0% | 287 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $26,000 | -18.8% | 287 | -16.8% | 0.01% | -36.8% |
| Q3 2020 | $32,000 | 0.0% | 345 | 0.0% | 0.02% | -5.0% |
| Q2 2020 | $32,000 | 0.0% | 345 | 0.0% | 0.02% | -13.0% |
| Q1 2020 | $32,000 | 0.0% | 345 | 0.0% | 0.02% | +53.3% |
| Q4 2019 | $32,000 | – | 345 | – | 0.02% | – |
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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% |