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 | $4,071,758 | -18.7% | 44,345 | -19.0% | 3.02% | -13.6% |
| Q2 2023 | $5,007,050 | -9.1% | 54,716 | -8.8% | 3.50% | -5.7% |
| Q1 2023 | $5,506,996 | -61.1% | 59,976 | -61.3% | 3.71% | -30.8% |
| Q4 2019 | $14,166,000 | -2.9% | 154,937 | -2.7% | 5.37% | -0.8% |
| Q3 2019 | $14,583,000 | +3.1% | 159,215 | +3.1% | 5.41% | +6.3% |
| Q2 2019 | $14,148,000 | +10.2% | 154,440 | +10.2% | 5.09% | +3.2% |
| Q1 2019 | $12,836,000 | +146.8% | 140,136 | +146.4% | 4.94% | +140.1% |
| Q4 2018 | $5,201,000 | -24.8% | 56,865 | -24.7% | 2.06% | -15.0% |
| Q3 2018 | $6,917,000 | – | 75,529 | – | 2.42% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 2,463,060 | $225,616,000 | 83.32% |
| PIERSHALE FINANCIAL GROUP, INC. | 1,003,202 | $91,893,000 | 68.99% |
| Retireful, LLC | 1,396,435 | $127,913,000 | 63.84% |
| Sound Financial Strategies Group, LLC | 445,575 | $40,815,000 | 61.28% |
| Price Capital Management, Inc. | 275,000 | $25,140,000 | 55.55% |
| Forward Management, LLC | 3,768,576 | $345,202,000 | 38.06% |
| Horizon Investments, LLC | 12,409,850 | $1,132,274,000 | 34.79% |
| Spartan Planning & Wealth Management | 262,088 | $24,007,000 | 31.42% |
| IronBridge Private Wealth, LLC | 342,277 | $31,353,000 | 27.10% |
| Tranquilli Financial Advisor LLC | 354,038 | $32,430,000 | 25.70% |