SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 837 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.22 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,851 | -67.1% | 2,840 | -67.1% | 0.02% | -69.6% |
| Q2 2023 | $793,217 | +90.7% | 8,638 | +90.7% | 0.06% | +75.0% |
| Q1 2023 | $415,931 | -52.1% | 4,529 | -52.3% | 0.03% | -55.6% |
| Q4 2022 | $868,349 | +1.6% | 9,493 | +1.7% | 0.07% | -20.0% |
| Q3 2022 | $855,000 | +197.9% | 9,332 | +197.7% | 0.09% | +246.2% |
| Q2 2022 | $287,000 | -4.7% | 3,135 | -4.8% | 0.03% | +8.3% |
| Q1 2022 | $301,000 | +42.0% | 3,293 | +41.9% | 0.02% | +26.3% |
| Q2 2021 | $212,000 | -24.8% | 2,321 | -24.7% | 0.02% | -36.7% |
| Q1 2021 | $282,000 | -39.5% | 3,082 | -39.4% | 0.03% | -53.1% |
| Q4 2020 | $466,000 | -45.9% | 5,088 | -45.9% | 0.06% | -69.5% |
| Q3 2020 | $861,000 | +14.5% | 9,408 | +14.4% | 0.21% | -9.1% |
| Q2 2020 | $752,000 | +24966.7% | 8,221 | +22736.1% | 0.23% | +11450.0% |
| Q1 2020 | $3,000 | – | 36 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 981,076 | $90,082,436 | 57.40% |
| WIN ADVISORS, INC | 340,644 | $38,403,032 | 51.34% |
| Dean, Jacobson Financial Services, LLC | 448,459 | $41,177,551 | 37.28% |
| RIA Advisory Group LLC | 752,905 | $69,128,160 | 29.74% |
| VitalStone Financial, LLC | 575,190 | $52,826 | 29.50% |
| St. Louis Financial Planners Asset Management, LLC | 257,206 | $23,616,645 | 23.66% |
| Vigilare Wealth Management | 443,999 | $40,768,006 | 23.52% |
| PVG ASSET MANAGEMENT CORP | 58,974 | $5,414,992 | 23.36% |
| Cypress Capital, LLC | 795,373 | $73,031,149 | 21.98% |
| Fortis Group Advisors, LLC | 817,717 | $75,082,734 | 19.93% |