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 | $6,900,519 | +1112.7% | 75,153 | +1109.6% | 2.05% | +603.1% |
| Q3 2018 | $569,000 | -1.6% | 6,213 | -1.6% | 0.29% | -8.2% |
| Q2 2018 | $578,000 | -12.3% | 6,313 | -12.3% | 0.32% | -17.4% |
| Q1 2018 | $659,000 | -87.8% | 7,200 | -87.8% | 0.38% | -92.1% |
| Q4 2017 | $5,406,000 | – | 59,150 | – | 4.85% | – |
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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% |