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 | $2,897,663 | +28.4% | 31,573 | +28.6% | 0.04% | +31.0% |
| Q1 2024 | $2,255,872 | +14.1% | 24,554 | +13.6% | 0.03% | +3.6% |
| Q4 2023 | $1,977,051 | +37.2% | 21,619 | +37.9% | 0.03% | +75.0% |
| Q3 2023 | $1,441,074 | +16.7% | 15,680 | +16.6% | 0.02% | +14.3% |
| Q2 2023 | $1,234,506 | +23.1% | 13,445 | +23.1% | 0.01% | +27.3% |
| Q1 2023 | $1,003,037 | +162.7% | 10,924 | +161.7% | 0.01% | +175.0% |
| Q4 2022 | $381,854 | +66.7% | 4,174 | +67.2% | 0.00% | +100.0% |
| Q3 2021 | $229,000 | +0.9% | 2,496 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $227,000 | +13.5% | 2,480 | +13.4% | 0.00% | 0.0% |
| Q4 2020 | $200,000 | -5.2% | 2,186 | -5.0% | 0.00% | -33.3% |
| Q3 2020 | $211,000 | -64.3% | 2,302 | -64.4% | 0.00% | -66.7% |
| Q2 2020 | $591,000 | -8.8% | 6,458 | -8.6% | 0.01% | 0.0% |
| Q1 2020 | $648,000 | +66.6% | 7,067 | +66.2% | 0.01% | +80.0% |
| Q4 2019 | $389,000 | +4.6% | 4,252 | +4.8% | 0.01% | -16.7% |
| Q3 2019 | $372,000 | – | 4,057 | – | 0.01% | – |
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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% |