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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,835,390 | +44.0% | 19,989 | +44.0% | 0.07% | +27.3% |
| Q1 2023 | $1,274,829 | +96.2% | 13,884 | +95.4% | 0.06% | +71.9% |
| Q4 2022 | $649,803 | -21.1% | 7,104 | -21.2% | 0.03% | -30.4% |
| Q4 2021 | $824,000 | +8.9% | 9,012 | +8.9% | 0.05% | -9.8% |
| Q3 2021 | $757,000 | -36.2% | 8,272 | -36.2% | 0.05% | -39.3% |
| Q2 2021 | $1,186,000 | +27.5% | 12,969 | +27.6% | 0.08% | +2.4% |
| Q1 2021 | $930,000 | +64.3% | 10,166 | +64.4% | 0.08% | +28.1% |
| Q4 2020 | $566,000 | -1.0% | 6,182 | -1.1% | 0.06% | -16.9% |
| Q3 2020 | $572,000 | +4.6% | 6,253 | +4.7% | 0.08% | -9.4% |
| Q2 2020 | $547,000 | +10.5% | 5,972 | +10.5% | 0.08% | -12.4% |
| Q1 2020 | $495,000 | – | 5,405 | – | 0.10% | – |
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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% |