SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 985 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 1.64 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $796,559 | -0.0% | 8,679 | 0.0% | 0.10% | -6.9% |
| Q1 2024 | $796,732 | +0.4% | 8,679 | 0.0% | 0.10% | -9.7% |
| Q4 2023 | $793,174 | -8.4% | 8,679 | -8.0% | 0.11% | -16.9% |
| Q3 2023 | $865,771 | 0.0% | 9,429 | 0.0% | 0.14% | +3.0% |
| Q2 2023 | $865,771 | +57.6% | 9,429 | +57.6% | 0.13% | +45.1% |
| Q1 2023 | $549,267 | -48.0% | 5,982 | -48.2% | 0.09% | -49.4% |
| Q4 2022 | $1,056,844 | +84.4% | 11,554 | +84.7% | 0.18% | +50.0% |
| Q3 2022 | $573,000 | +0.2% | 6,254 | 0.0% | 0.12% | +1.7% |
| Q2 2022 | $572,000 | – | 6,254 | – | 0.12% | – |
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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% |