SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 855 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.22 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $14 | -99.8% | 150 | -99.8% | 0.00% | -99.8% |
| Q4 2023 | $9,064 | +37.5% | 99,175 | +38.1% | 0.53% | +13.7% |
| Q3 2023 | $6,594 | -93.0% | 71,815 | -93.0% | 0.47% | -93.1% |
| Q2 2023 | $94,315 | -99.4% | 1,027,175 | +496.5% | 6.83% | +45.5% |
| Q2 2018 | $15,770,000 | +17.7% | 172,200 | +17.7% | 4.70% | -1.1% |
| Q1 2018 | $13,394,000 | +19.6% | 146,300 | +19.4% | 4.75% | -0.8% |
| Q4 2017 | $11,197,000 | – | 122,500 | – | 4.79% | – |
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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% |