SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 576 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,544,503 | +3.1% | 169,367 | +3.1% | 8.16% | +4.4% |
| Q1 2024 | $15,082,740 | -6.3% | 164,300 | -6.7% | 7.82% | -14.4% |
| Q4 2023 | $16,096,064 | +14.4% | 176,125 | +15.0% | 9.13% | -0.9% |
| Q3 2023 | $14,068,477 | +56.5% | 153,218 | +56.5% | 9.22% | -0.4% |
| Q2 2023 | $8,991,841 | +161.6% | 97,929 | +161.6% | 9.26% | +95.7% |
| Q1 2023 | $3,437,282 | +65.6% | 37,435 | +65.0% | 4.73% | +60.5% |
| Q4 2022 | $2,075,180 | +68.9% | 22,687 | +69.1% | 2.95% | +53.4% |
| Q3 2022 | $1,229,000 | +48.6% | 13,414 | +48.5% | 1.92% | +87.6% |
| Q2 2022 | $827,000 | – | 9,035 | – | 1.02% | – |
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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% |