SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,505,069 | +118.8% | 147,082 | +118.8% | 0.02% | +109.1% |
| Q1 2023 | $6,171,222 | -49.4% | 67,210 | -49.6% | 0.01% | -54.2% |
| Q4 2022 | $12,206,672 | +87.7% | 133,450 | +87.9% | 0.02% | +84.6% |
| Q3 2022 | $6,505,000 | -77.6% | 71,017 | -77.6% | 0.01% | -53.6% |
| Q2 2022 | $29,045,000 | +960.8% | 317,470 | +960.0% | 0.03% | +1300.0% |
| Q1 2022 | $2,738,000 | -88.8% | 29,950 | -88.8% | 0.00% | -92.6% |
| Q4 2018 | $24,511,000 | – | 268,030 | – | 0.03% | – |
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% |