SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 781 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,070,318 | -6.5% | 33,453 | -6.5% | 0.11% | +80.0% |
| Q1 2024 | $3,283,749 | -10.3% | 35,771 | -10.5% | 0.06% | -50.4% |
| Q4 2023 | $3,661,635 | -90.7% | 39,948 | -90.7% | 0.12% | -91.9% |
| Q3 2023 | $39,430,898 | -5.9% | 429,437 | -5.9% | 1.50% | -3.0% |
| Q2 2023 | $41,919,618 | -3.8% | 456,541 | -3.8% | 1.55% | -8.7% |
| Q1 2023 | $43,559,264 | +142245.9% | 474,398 | +41.8% | 1.70% | -1.5% |
| Q4 2022 | $30,601 | -99.9% | 334,552 | -0.3% | 1.72% | -7.8% |
| Q3 2022 | $30,742,000 | +64.3% | 335,613 | +64.1% | 1.87% | +142.2% |
| Q2 2022 | $18,716,000 | +1103.6% | 204,573 | +1103.2% | 0.77% | +1735.7% |
| Q1 2022 | $1,555,000 | +0.4% | 17,003 | +0.4% | 0.04% | +23.5% |
| Q4 2021 | $1,549,000 | -24.7% | 16,937 | -24.7% | 0.03% | -38.2% |
| Q3 2021 | $2,058,000 | -0.1% | 22,499 | -0.1% | 0.06% | -1.8% |
| Q2 2021 | $2,060,000 | -1.7% | 22,519 | -1.7% | 0.06% | 0.0% |
| Q1 2021 | $2,095,000 | – | 22,901 | – | 0.06% | – |
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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% |