SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 837 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.22 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $723,347 | -38.7% | 7,878 | -38.7% | 0.05% | -36.9% |
| Q2 2023 | $1,180,915 | -59.5% | 12,861 | -59.5% | 0.08% | -59.4% |
| Q1 2023 | $2,914,048 | -64.4% | 31,737 | -64.6% | 0.21% | -67.1% |
| Q4 2022 | $8,195,383 | +76.5% | 89,596 | +76.8% | 0.63% | +62.8% |
| Q3 2022 | $4,642,000 | +105.8% | 50,674 | +105.5% | 0.39% | +115.0% |
| Q2 2022 | $2,256,000 | +395.8% | 24,659 | +395.6% | 0.18% | +500.0% |
| Q1 2022 | $455,000 | – | 4,976 | – | 0.03% | – |
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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% |