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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $981,923 | -77.1% | 10,694 | -77.1% | 0.05% | -76.8% |
| Q2 2023 | $4,289,004 | +15.0% | 46,711 | +15.0% | 0.22% | -7.2% |
| Q1 2023 | $3,729,820 | +1518.1% | 40,621 | +1511.9% | 0.24% | +1381.2% |
| Q4 2022 | $230,504 | -69.9% | 2,520 | -69.8% | 0.02% | -72.4% |
| Q3 2022 | $766,000 | -14.9% | 8,358 | -15.0% | 0.06% | -14.7% |
| Q2 2022 | $900,000 | +14.1% | 9,834 | +13.9% | 0.07% | +33.3% |
| Q1 2022 | $789,000 | +279.3% | 8,631 | +279.9% | 0.05% | +142.9% |
| Q1 2021 | $208,000 | – | 2,272 | – | 0.02% | – |
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% |