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 | $2,401,112 | -52.6% | 26,150 | -52.6% | 0.11% | -57.0% |
| Q2 2023 | $5,065,709 | -25.1% | 55,170 | -25.1% | 0.26% | -33.6% |
| Q1 2023 | $6,767,593 | -25.8% | 73,705 | -26.1% | 0.40% | -36.4% |
| Q4 2022 | $9,121,480 | -8.3% | 99,721 | -8.1% | 0.62% | -17.8% |
| Q3 2022 | $9,943,000 | +3624.0% | 108,553 | +3627.8% | 0.76% | +2932.0% |
| Q4 2020 | $267,000 | -58.3% | 2,912 | -58.3% | 0.02% | -65.8% |
| Q3 2020 | $640,000 | -88.1% | 6,989 | -88.2% | 0.07% | -90.1% |
| Q4 2019 | $5,397,000 | +2.2% | 59,026 | +2.4% | 0.74% | -10.2% |
| Q3 2019 | $5,281,000 | -4.0% | 57,654 | -3.9% | 0.82% | -7.1% |
| Q2 2019 | $5,499,000 | -58.2% | 60,024 | -58.2% | 0.88% | -64.4% |
| Q1 2019 | $13,149,000 | +12.7% | 143,548 | +12.7% | 2.48% | +0.1% |
| Q4 2018 | $11,670,000 | +48.7% | 127,414 | +48.7% | 2.48% | +52.4% |
| Q3 2018 | $7,847,000 | – | 85,690 | – | 1.63% | – |
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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% |