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 | $5,961,689 | +52.4% | 64,928 | +52.4% | 0.06% | +8.6% |
| Q2 2023 | $3,913,093 | -58.3% | 42,617 | -58.3% | 0.06% | -69.1% |
| Q1 2023 | $9,390,523 | +420.5% | 102,271 | +418.5% | 0.19% | +248.1% |
| Q4 2022 | $1,804,154 | -56.6% | 19,724 | -56.6% | 0.05% | -57.1% |
| Q3 2022 | $4,160,000 | -23.1% | 45,413 | -23.2% | 0.13% | -34.4% |
| Q2 2022 | $5,408,000 | +93.4% | 59,111 | +93.4% | 0.19% | +23.9% |
| Q1 2021 | $2,797,000 | +38.7% | 30,565 | +38.7% | 0.16% | +222.9% |
| Q4 2020 | $2,017,000 | +71.2% | 22,038 | +71.0% | 0.05% | +500.0% |
| Q4 2019 | $1,178,000 | -58.1% | 12,888 | -58.0% | 0.01% | -69.2% |
| Q3 2019 | $2,811,000 | +408.3% | 30,693 | +408.8% | 0.03% | +333.3% |
| Q2 2019 | $553,000 | -92.5% | 6,033 | -92.5% | 0.01% | -90.9% |
| Q1 2019 | $7,387,000 | -40.4% | 80,642 | -40.5% | 0.07% | -56.3% |
| Q4 2018 | $12,398,000 | +138.6% | 135,567 | +138.9% | 0.15% | +344.1% |
| Q3 2018 | $5,197,000 | +207.2% | 56,753 | +207.2% | 0.03% | +325.0% |
| Q2 2018 | $1,692,000 | +18.8% | 18,477 | +18.8% | 0.01% | 0.0% |
| Q1 2018 | $1,424,000 | – | 15,551 | – | 0.01% | – |
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% |