SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,732,920 | +960.0% | 106,000 | +960.0% | 0.33% | +990.0% |
| Q2 2023 | $918,200 | -85.5% | 10,000 | -85.5% | 0.03% | -87.9% |
| Q4 2022 | $6,311,430 | +384.4% | 69,000 | +384.9% | 0.25% | +318.6% |
| Q3 2022 | $1,303,000 | -68.1% | 14,230 | -68.1% | 0.06% | -65.9% |
| Q2 2022 | $4,080,000 | -69.2% | 44,600 | -69.2% | 0.17% | -59.4% |
| Q1 2022 | $13,257,000 | – | 145,000 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 981,076 | $90,082,436 | 57.40% |
| WIN ADVISORS, INC | 340,644 | $38,403,032 | 51.34% |
| Dean, Jacobson Financial Services, LLC | 448,459 | $41,177,551 | 37.28% |
| RIA Advisory Group LLC | 752,905 | $69,128,160 | 29.74% |
| VitalStone Financial, LLC | 575,190 | $52,826 | 29.50% |
| St. Louis Financial Planners Asset Management, LLC | 257,206 | $23,616,645 | 23.66% |
| Vigilare Wealth Management | 443,999 | $40,768,006 | 23.52% |
| PVG ASSET MANAGEMENT CORP | 58,974 | $5,414,992 | 23.36% |
| Cypress Capital, LLC | 795,373 | $73,031,149 | 21.98% |
| Fortis Group Advisors, LLC | 817,717 | $75,082,734 | 19.93% |