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 | $7,072,899 | -3.4% | 77,063 | -3.4% | 4.16% | -6.4% |
| Q1 2024 | $7,324,615 | -23.7% | 79,788 | -24.0% | 4.45% | -25.8% |
| Q4 2023 | $9,594,793 | -2.4% | 104,987 | -2.0% | 6.00% | -18.9% |
| Q3 2023 | $9,833,110 | -22.8% | 107,091 | -22.8% | 7.40% | -20.3% |
| Q2 2023 | $12,738,366 | +213.8% | 138,731 | +213.8% | 9.28% | +191.8% |
| Q1 2023 | $4,059,701 | – | 44,213 | – | 3.18% | – |
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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% |