SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 232 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $22,289,481 | -9.7% | 224,195 | -10.0% | 1.36% | -19.8% |
| Q4 2023 | $24,678,334 | +78.7% | 248,974 | +79.3% | 1.69% | +65.7% |
| Q3 2023 | $13,808,632 | +18.5% | 138,878 | +18.6% | 1.02% | +27.3% |
| Q2 2023 | $11,650,835 | -29.1% | 117,141 | -29.0% | 0.80% | -34.3% |
| Q1 2023 | $16,430,060 | +409.0% | 164,944 | +407.3% | 1.22% | +365.6% |
| Q4 2022 | $3,228,116 | – | 32,512 | – | 0.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hershey Financial Advisers, LLC | 246,344 | $24,479,201 | 21.97% |
| NDWM LLC | 177,955 | $17,683,424 | 15.67% |
| Delos Wealth Advisors, LLC | 123,506 | $12,272,792 | 11.86% |
| Sargent Investment Group, LLC | 486,001 | $48,293,921 | 9.85% |
| PECAUT & CO. | 244,500 | $24,295,979 | 9.19% |
| Treasure Coast Financial Planning | 112,383 | $11,167,499 | 7.36% |
| IAMS WEALTH MANAGEMENT, LLC | 104,013 | $10,335,937 | 5.66% |
| Proficio Capital Partners LLC | 537,741 | $53,435,317 | 5.61% |
| Anson Capital, Inc. | 56,952 | $5,659,333 | 5.58% |
| Miller Investment Management, LP | 413,344 | $41,073,993 | 4.91% |