SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 568 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,308,569 | -0.1% | 79,597 | -0.1% | 0.77% | +17.2% |
| Q2 2023 | $7,317,687 | -29.6% | 79,696 | -29.6% | 0.66% | -32.9% |
| Q1 2023 | $10,387,522 | +36.9% | 113,129 | +36.4% | 0.98% | +15.2% |
| Q4 2022 | $7,586,835 | +13.8% | 82,943 | +14.0% | 0.85% | -1.7% |
| Q3 2022 | $6,665,000 | +2434.2% | 72,764 | +2434.4% | 0.87% | +1446.4% |
| Q1 2020 | $263,000 | – | 2,871 | – | 0.06% | – |
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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% |