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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $519,000 | -4.1% | 5,671 | -4.1% | 0.07% | -4.3% |
| Q3 2020 | $541,000 | +1.7% | 5,911 | +1.7% | 0.07% | -10.4% |
| Q2 2020 | $532,000 | +4.7% | 5,811 | +4.9% | 0.08% | -9.4% |
| Q1 2020 | $508,000 | +5.8% | 5,541 | +5.6% | 0.08% | +54.5% |
| Q4 2019 | $480,000 | +11.6% | 5,249 | +11.8% | 0.06% | -3.5% |
| Q3 2019 | $430,000 | -1.1% | 4,697 | -1.1% | 0.06% | +9.6% |
| Q2 2019 | $435,000 | -2.5% | 4,749 | -2.5% | 0.05% | -3.7% |
| Q1 2019 | $446,000 | -5.5% | 4,869 | -5.7% | 0.05% | -14.3% |
| Q4 2018 | $472,000 | -2.7% | 5,164 | -2.5% | 0.06% | +8.6% |
| Q3 2018 | $485,000 | +33.2% | 5,297 | +33.5% | 0.06% | +26.1% |
| Q2 2018 | $364,000 | – | 3,969 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 981,076 | $90,082,436 | 57.40% |
| WIN ADVISORS, INC | 340,644 | $38,403,032 | 51.34% |
| Dean, Jacobson Financial Services, LLC | 448,459 | $41,177,551 | 37.28% |
| RIA Advisory Group LLC | 752,905 | $69,128,160 | 29.74% |
| VitalStone Financial, LLC | 575,190 | $52,826 | 29.50% |
| St. Louis Financial Planners Asset Management, LLC | 257,206 | $23,616,645 | 23.66% |
| Vigilare Wealth Management | 443,999 | $40,768,006 | 23.52% |
| PVG ASSET MANAGEMENT CORP | 58,974 | $5,414,992 | 23.36% |
| Cypress Capital, LLC | 795,373 | $73,031,149 | 21.98% |
| Fortis Group Advisors, LLC | 817,717 | $75,082,734 | 19.93% |