SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 855 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.22 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,603,375 | +34.3% | 39,261 | +34.3% | 0.47% | +34.5% |
| Q1 2024 | $2,683,957 | -33.7% | 29,237 | -34.0% | 0.35% | -37.7% |
| Q4 2023 | $4,050,496 | +80490.8% | 44,321 | -19.0% | 0.56% | -26.9% |
| Q3 2023 | $5,026 | +79.0% | 54,738 | +79.0% | 0.77% | +83.8% |
| Q2 2023 | $2,808 | -6.4% | 30,582 | -6.4% | 0.42% | -11.6% |
| Q1 2023 | $3,001 | -98.6% | 32,683 | +1317.9% | 0.47% | +1056.1% |
| Q4 2019 | $211,000 | – | 2,305 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 1,145,181 | $104,773,000 | 96.67% |
| Retireful, LLC | 396,095 | $36,239,000 | 78.68% |
| Forward Management, LLC | 7,050,427 | $645,043,000 | 70.38% |
| Spartan Planning & Wealth Management | 249,002 | $22,781,000 | 30.41% |
| Horizon Investments, LLC | 9,410,567 | $859,561,000 | 27.24% |
| Monument Capital Management | 654,614 | $59,891,000 | 22.59% |
| Tranquilli Financial Advisor LLC | 317,515 | $29,049,000 | 22.26% |
| Elm Partners Management LLC | 1,784,322 | $163,248,000 | 21.28% |
| TLWM | 599,143 | $54,816,000 | 21.00% |
| Synergy Asset Management, LLC | 857,944 | $78,493,000 | 20.81% |