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 | $489,461 | -97.5% | 5,331 | -97.5% | 0.06% | -97.6% |
| Q2 2023 | $19,841,683 | -4.6% | 216,093 | -4.6% | 2.53% | -8.0% |
| Q1 2023 | $20,805,839 | +3717.3% | 226,594 | +3702.6% | 2.75% | +3572.0% |
| Q4 2022 | $545,045 | -99.4% | 5,959 | -99.4% | 0.08% | -99.5% |
| Q3 2022 | $94,004,000 | +28.8% | 1,026,247 | +28.6% | 14.83% | +34.2% |
| Q2 2022 | $73,004,000 | – | 797,943 | – | 11.06% | – |
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% |