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 | $5,777,918 | -33.8% | 62,954 | -33.8% | 1.70% | -42.0% |
| Q3 2023 | $8,734,464 | -68.2% | 95,126 | -68.2% | 2.93% | -66.6% |
| Q2 2023 | $27,507,063 | +70.0% | 299,576 | +69.6% | 8.77% | +44.5% |
| Q3 2022 | $16,184,000 | -73.0% | 176,683 | -73.0% | 6.07% | -73.1% |
| Q2 2022 | $59,891,000 | +209.9% | 654,614 | +209.7% | 22.59% | +260.5% |
| Q1 2022 | $19,324,000 | +84.7% | 211,354 | +84.7% | 6.27% | +93.0% |
| Q4 2021 | $10,465,000 | +1051.3% | 114,460 | +1052.2% | 3.25% | +950.8% |
| Q3 2021 | $909,000 | +76.8% | 9,934 | +76.9% | 0.31% | +10.8% |
| Q3 2019 | $514,000 | -51.5% | 5,617 | -51.5% | 0.28% | -51.1% |
| Q2 2019 | $1,059,000 | -51.2% | 11,583 | -51.1% | 0.57% | -53.7% |
| Q1 2019 | $2,169,000 | +6.3% | 23,677 | +6.1% | 1.23% | -3.2% |
| Q4 2018 | $2,041,000 | – | 22,313 | – | 1.28% | – |
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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% |