SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 964 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 3.02 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,690,531 | +157.0% | 29,315 | +155.9% | 1.08% | +137.7% |
| Q4 2023 | $1,046,872 | -93.3% | 11,455 | -93.3% | 0.45% | -93.8% |
| Q3 2023 | $15,681,571 | +201.5% | 170,786 | +201.5% | 7.34% | +206.9% |
| Q2 2023 | $5,201,419 | -85.4% | 56,648 | -85.4% | 2.39% | -86.2% |
| Q1 2023 | $35,632,771 | +6293.5% | 388,072 | +6269.1% | 17.32% | +6220.8% |
| Q4 2022 | $557,327 | -98.1% | 6,093 | -98.1% | 0.27% | -97.9% |
| Q3 2022 | $28,666,000 | +35.5% | 312,951 | +35.3% | 13.12% | +38.2% |
| Q2 2022 | $21,156,000 | – | 231,244 | – | 9.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 1,145,181 | $104,773,000 | 96.67% |
| Retireful, LLC | 396,095 | $36,239,000 | 78.68% |
| Forward Management, LLC | 7,050,427 | $645,043,000 | 70.38% |
| Spartan Planning & Wealth Management | 249,002 | $22,781,000 | 30.41% |
| Horizon Investments, LLC | 9,410,567 | $859,561,000 | 27.24% |
| Monument Capital Management | 654,614 | $59,891,000 | 22.59% |
| Tranquilli Financial Advisor LLC | 317,515 | $29,049,000 | 22.26% |
| Elm Partners Management LLC | 1,784,322 | $163,248,000 | 21.28% |
| TLWM | 599,143 | $54,816,000 | 21.00% |
| Synergy Asset Management, LLC | 857,944 | $78,493,000 | 20.81% |