SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 938 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.36 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $455,753 | -50.4% | 4,966 | -50.4% | 0.02% | -57.8% |
| Q1 2024 | $919,063 | -44.7% | 10,012 | -45.0% | 0.04% | -55.9% |
| Q4 2023 | $1,662,338 | +26.4% | 18,189 | +27.0% | 0.10% | +9.7% |
| Q3 2023 | $1,315,185 | +39.9% | 14,324 | +39.9% | 0.09% | +50.0% |
| Q2 2023 | $940,123 | -87.7% | 10,239 | -87.7% | 0.06% | -85.2% |
| Q1 2023 | $7,638,182 | +4.7% | 83,186 | +4.3% | 0.42% | -11.8% |
| Q4 2022 | $7,294,071 | – | 79,743 | – | 0.48% | – |
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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% |