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 | $5,693,450 | +31.6% | 62,007 | +31.6% | 0.29% | +28.4% |
| Q2 2023 | $4,327,808 | +318.9% | 47,134 | +318.9% | 0.22% | +281.4% |
| Q1 2023 | $1,033,220 | +171.4% | 11,253 | +170.4% | 0.06% | +145.8% |
| Q4 2022 | $380,706 | +10.0% | 4,162 | +10.1% | 0.02% | -7.7% |
| Q3 2022 | $346,000 | +68.8% | 3,781 | +68.9% | 0.03% | +100.0% |
| Q2 2021 | $205,000 | +412.5% | 2,239 | +408.9% | 0.01% | +18.2% |
| Q1 2018 | $40,000 | – | 440 | – | 0.01% | – |
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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% |