SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,251,470 | -8.7% | 296,792 | -8.7% | 0.65% | +2.3% |
| Q2 2023 | $29,857,261 | +268.8% | 325,172 | +268.8% | 0.64% | +83.6% |
| Q1 2023 | $8,095,602 | +34.6% | 88,168 | +34.1% | 0.35% | +20.4% |
| Q4 2022 | $6,014,427 | +700.9% | 65,753 | +702.2% | 0.29% | +556.8% |
| Q3 2022 | $751,000 | -71.6% | 8,197 | -71.7% | 0.04% | -66.2% |
| Q1 2022 | $2,648,000 | – | 28,959 | – | 0.13% | – |
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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% |