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 | $14,309,698 | +37.2% | 155,913 | +37.2% | 0.19% | +28.7% |
| Q1 2024 | $10,430,722 | +32.0% | 113,624 | +31.4% | 0.15% | +14.5% |
| Q4 2023 | $7,902,192 | +8.1% | 86,467 | +8.6% | 0.13% | -12.1% |
| Q3 2023 | $7,312,431 | +1.1% | 79,639 | +1.1% | 0.15% | +2.1% |
| Q2 2023 | $7,230,235 | -22.0% | 78,744 | -22.0% | 0.15% | -32.1% |
| Q1 2023 | $9,271,815 | +4.6% | 100,978 | +4.2% | 0.22% | -13.3% |
| Q4 2022 | $8,866,175 | +125.0% | 96,930 | +125.3% | 0.25% | +129.6% |
| Q3 2022 | $3,941,000 | +29.6% | 43,019 | +29.4% | 0.11% | +17.4% |
| Q2 2022 | $3,042,000 | – | 33,253 | – | 0.09% | – |
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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% |