SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,021 | 0.0% | 2,418 | 0.0% | 0.12% | +22.2% |
| Q2 2023 | $222,021 | 0.0% | 2,418 | 0.0% | 0.10% | +3.1% |
| Q1 2023 | $222,021 | -21.0% | 2,418 | -21.3% | 0.10% | -24.4% |
| Q4 2022 | $281,179 | -0.3% | 3,074 | 0.0% | 0.13% | -0.8% |
| Q3 2022 | $282,000 | +0.4% | 3,074 | 0.0% | 0.13% | +13.3% |
| Q2 2022 | $281,000 | 0.0% | 3,074 | 0.0% | 0.11% | +11.9% |
| Q1 2022 | $281,000 | -55.5% | 3,074 | -55.4% | 0.10% | -40.9% |
| Q4 2021 | $631,000 | -8.4% | 6,898 | -8.4% | 0.17% | -7.6% |
| Q3 2021 | $689,000 | +7.8% | 7,529 | +7.8% | 0.18% | +26.7% |
| Q2 2021 | $639,000 | -36.5% | 6,983 | -34.6% | 0.15% | -43.8% |
| Q4 2020 | $1,007,000 | +21.6% | 10,675 | +18.0% | 0.26% | -8.1% |
| Q3 2020 | $828,000 | -79.6% | 9,050 | -79.6% | 0.28% | -82.0% |
| Q2 2020 | $4,064,000 | – | 44,400 | – | 1.58% | – |
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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% |