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 | $340,428 | -16.7% | 3,707 | -16.7% | 0.04% | +2.9% |
| Q2 2023 | $408,747 | -8.1% | 4,451 | -8.1% | 0.03% | -24.4% |
| Q1 2023 | $444,532 | +47.0% | 4,841 | +46.5% | 0.04% | +66.7% |
| Q4 2022 | $302,357 | -16.5% | 3,305 | -16.4% | 0.03% | -22.9% |
| Q3 2022 | $362,000 | -69.0% | 3,955 | -69.1% | 0.04% | -67.6% |
| Q2 2022 | $1,169,000 | +127.4% | 12,785 | +127.5% | 0.11% | +176.9% |
| Q1 2022 | $514,000 | 0.0% | 5,621 | -0.0% | 0.04% | -4.9% |
| Q4 2021 | $514,000 | +31.1% | 5,622 | +31.0% | 0.04% | +13.9% |
| Q3 2021 | $392,000 | – | 4,290 | – | 0.04% | – |
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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% |