SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 368 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 3.21 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,340,326 | -8.7% | 101,769 | -8.7% | 0.74% | -17.1% |
| Q1 2024 | $10,230,759 | +185.2% | 111,446 | +183.9% | 0.90% | +147.4% |
| Q4 2023 | $3,587,810 | -32.3% | 39,258 | -32.0% | 0.36% | -41.8% |
| Q3 2023 | $5,299,455 | -7.0% | 57,716 | -7.0% | 0.62% | -3.7% |
| Q2 2023 | $5,701,050 | +201.0% | 62,089 | +201.0% | 0.65% | +131.4% |
| Q1 2023 | $1,893,937 | -61.4% | 20,627 | -61.5% | 0.28% | -64.0% |
| Q4 2022 | $4,903,964 | +220.7% | 53,613 | +221.2% | 0.78% | +118.9% |
| Q3 2022 | $1,529,000 | -0.3% | 16,694 | -0.4% | 0.36% | -11.2% |
| Q2 2022 | $1,533,000 | +0.1% | 16,761 | +0.0% | 0.40% | +21.2% |
| Q1 2022 | $1,532,000 | 0.0% | 16,759 | 0.0% | 0.33% | +0.3% |
| Q4 2021 | $1,532,000 | -0.1% | 16,759 | 0.0% | 0.33% | +7.5% |
| Q3 2021 | $1,533,000 | -14.0% | 16,759 | -14.0% | 0.31% | -25.5% |
| Q2 2021 | $1,782,000 | 0.0% | 19,479 | 0.0% | 0.41% | -14.0% |
| Q1 2021 | $1,782,000 | -0.1% | 19,479 | 0.0% | 0.48% | -16.7% |
| Q4 2020 | $1,783,000 | 0.0% | 19,479 | 0.0% | 0.57% | -18.5% |
| Q3 2020 | $1,783,000 | 0.0% | 19,479 | 0.0% | 0.70% | -15.2% |
| Q2 2020 | $1,783,000 | -51.5% | 19,479 | -51.5% | 0.83% | -59.3% |
| Q1 2020 | $3,677,000 | +53.3% | 40,131 | +53.0% | 2.04% | +77.8% |
| Q4 2019 | $2,398,000 | – | 26,228 | – | 1.15% | – |
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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% |