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 | $3,914,870 | +78.2% | 42,636 | +78.2% | 4.59% | +260.0% |
| Q2 2023 | $2,196,534 | -61.7% | 23,922 | -61.7% | 1.27% | -52.7% |
| Q1 2023 | $5,740,770 | +36.9% | 62,522 | +36.3% | 2.69% | -21.6% |
| Q4 2022 | $4,194,448 | +23.5% | 45,856 | +23.7% | 3.44% | +19.6% |
| Q3 2022 | $3,395,000 | +567.0% | 37,058 | +565.4% | 2.87% | +1412.6% |
| Q2 2021 | $509,000 | +2.8% | 5,569 | +3.0% | 0.19% | -3.1% |
| Q1 2021 | $495,000 | -12.2% | 5,408 | -12.3% | 0.20% | -12.9% |
| Q4 2020 | $564,000 | +64.4% | 6,165 | +64.4% | 0.22% | +41.5% |
| Q3 2020 | $343,000 | – | 3,751 | – | 0.16% | – |
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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% |