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 | $497 | -6.8% | 5,411 | -6.8% | 0.04% | -36.4% |
| Q1 2024 | $533 | -80.9% | 5,803 | -81.0% | 0.06% | -83.6% |
| Q4 2023 | $2,786 | -84.1% | 30,486 | -84.0% | 0.34% | -84.8% |
| Q3 2023 | $17,549 | -99.5% | 191,124 | +414.3% | 2.21% | +400.5% |
| Q2 2023 | $3,412,214 | +1304.2% | 37,162 | +1302.3% | 0.44% | +820.8% |
| Q2 2020 | $243,000 | 0.0% | 2,650 | 0.0% | 0.05% | -23.8% |
| Q1 2020 | $243,000 | – | 2,650 | – | 0.06% | – |
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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% |