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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,611 | -14.1% | 28,571 | -13.7% | 2.00% | -26.2% |
| Q3 2023 | $3,039 | +49.6% | 33,099 | +49.6% | 2.71% | +57.6% |
| Q2 2023 | $2,031 | -3.6% | 22,121 | -3.6% | 1.72% | -6.2% |
| Q1 2023 | $2,107 | -99.8% | 22,946 | +145.7% | 1.83% | +86.5% |
| Q3 2020 | $855,000 | +0.2% | 9,338 | +0.2% | 0.98% | +1.8% |
| Q2 2020 | $853,000 | +113.2% | 9,315 | +113.6% | 0.97% | +66.6% |
| Q1 2020 | $400,000 | – | 4,361 | – | 0.58% | – |
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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% |