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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,628,570 | -1.2% | 17,820 | -0.7% | 0.18% | -11.1% |
| Q3 2023 | $1,648,169 | -1.1% | 17,950 | -1.1% | 0.20% | -1.5% |
| Q2 2023 | $1,666,533 | -1.2% | 18,150 | -1.2% | 0.20% | -4.7% |
| Q1 2023 | $1,686,917 | +0.4% | 18,372 | 0.0% | 0.21% | -7.5% |
| Q4 2022 | $1,680,487 | -0.1% | 18,372 | 0.0% | 0.23% | -6.6% |
| Q3 2022 | $1,683,000 | +0.1% | 18,372 | 0.0% | 0.24% | -3.9% |
| Q2 2022 | $1,681,000 | +0.1% | 18,372 | 0.0% | 0.25% | +4.5% |
| Q1 2022 | $1,680,000 | -45.8% | 18,372 | -45.8% | 0.24% | -41.3% |
| Q4 2021 | $3,101,000 | +2.2% | 33,917 | +2.2% | 0.41% | -0.5% |
| Q3 2021 | $3,034,000 | +10.0% | 33,175 | +10.0% | 0.42% | +2.7% |
| Q2 2021 | $2,758,000 | +11.0% | 30,151 | +11.0% | 0.40% | +12.5% |
| Q1 2021 | $2,484,000 | +11.0% | 27,151 | +11.0% | 0.36% | +2.6% |
| Q4 2020 | $2,238,000 | – | 24,450 | – | 0.35% | – |
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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% |