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 | $959,624 | +44.8% | 10,451 | +44.8% | 0.14% | +45.0% |
| Q2 2023 | $662,805 | +17.1% | 7,219 | +17.1% | 0.10% | +9.9% |
| Q1 2023 | $565,978 | -75.6% | 6,164 | -75.7% | 0.09% | -79.6% |
| Q4 2022 | $2,322,149 | -71.9% | 25,387 | -71.8% | 0.44% | -72.8% |
| Q3 2022 | $8,260,000 | +244.0% | 90,171 | +243.4% | 1.64% | +0.1% |
| Q4 2018 | $2,401,000 | – | 26,256 | – | 1.64% | – |
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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% |