SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 781 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $61,832 | +1.1% | 674 | +1.2% | 0.01% | 0.0% |
| Q1 2024 | $61,141 | +1.2% | 666 | +0.8% | 0.01% | -13.3% |
| Q4 2023 | $60,426 | -12.4% | 661 | -12.0% | 0.02% | -11.8% |
| Q3 2023 | $68,948 | +16.7% | 751 | +16.6% | 0.02% | +21.4% |
| Q2 2023 | $59,103 | +1.0% | 644 | +1.1% | 0.01% | 0.0% |
| Q1 2023 | $58,490 | +0.9% | 637 | +0.6% | 0.01% | -6.7% |
| Q4 2022 | $57,940 | – | 633 | – | 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% |