SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 781 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,323,686 | -9.7% | 25,318 | -9.7% | 0.35% | -11.0% |
| Q1 2024 | $2,574,164 | -69.8% | 28,041 | -69.8% | 0.39% | -81.7% |
| Q4 2023 | $8,530,353 | 0.0% | 92,903 | 0.0% | 2.14% | 0.0% |
| Q3 2023 | $8,530,353 | +2.1% | 92,903 | +2.1% | 2.14% | -1.2% |
| Q2 2023 | $8,355,712 | -23.9% | 91,001 | -23.9% | 2.16% | -45.5% |
| Q1 2023 | $10,978,091 | +66.7% | 119,561 | +66.1% | 3.97% | +29.5% |
| Q4 2022 | $6,585,108 | – | 71,992 | – | 3.06% | – |
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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% |