SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 837 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 3.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,756,695 | +11.3% | 84,514 | +11.4% | 1.58% | +3.6% |
| Q1 2024 | $6,966,151 | +3.0% | 75,884 | +2.5% | 1.53% | +3.0% |
| Q4 2023 | $6,764,596 | -5.3% | 74,019 | -4.9% | 1.48% | -13.9% |
| Q3 2023 | $7,144,973 | +20.3% | 77,815 | +20.3% | 1.72% | +19.3% |
| Q2 2023 | $5,939,377 | +13.0% | 64,685 | +12.5% | 1.44% | +4.1% |
| Q1 2023 | $5,257,238 | – | 57,475 | – | 1.39% | – |
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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% |