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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $597,196 | -2.1% | 6,504 | -2.1% | 0.14% | -2.0% |
| Q2 2023 | $609,883 | -3.3% | 6,642 | -3.3% | 0.15% | -12.0% |
| Q1 2023 | $630,984 | -2.4% | 6,870 | -2.8% | 0.17% | -1.8% |
| Q4 2022 | $646,288 | -20.5% | 7,066 | -20.4% | 0.17% | -29.5% |
| Q3 2022 | $813,000 | -54.9% | 8,875 | -55.0% | 0.24% | -47.5% |
| Q2 2022 | $1,803,000 | -22.7% | 19,714 | -22.7% | 0.46% | -17.7% |
| Q1 2022 | $2,332,000 | -27.3% | 25,501 | -27.3% | 0.56% | -39.1% |
| Q4 2021 | $3,207,000 | +8.7% | 35,073 | +8.8% | 0.92% | -5.1% |
| Q3 2021 | $2,949,000 | -1.0% | 32,241 | -1.0% | 0.96% | -2.9% |
| Q2 2021 | $2,980,000 | +122.4% | 32,578 | +122.4% | 0.99% | +94.1% |
| Q1 2021 | $1,340,000 | -5.4% | 14,647 | -5.3% | 0.51% | -32.0% |
| Q4 2020 | $1,416,000 | -16.0% | 15,467 | -16.0% | 0.75% | -28.1% |
| Q3 2020 | $1,685,000 | -60.7% | 18,416 | -60.7% | 1.05% | -66.1% |
| Q2 2020 | $4,289,000 | -7.0% | 46,858 | -6.9% | 3.09% | -26.1% |
| Q1 2020 | $4,611,000 | +860.6% | 50,327 | +858.8% | 4.18% | +1240.7% |
| Q4 2019 | $480,000 | -94.1% | 5,249 | -94.1% | 0.31% | -95.5% |
| Q4 2018 | $8,089,000 | +7753.4% | 88,446 | +7782.9% | 6.89% | +9332.9% |
| Q2 2018 | $103,000 | – | 1,122 | – | 0.07% | – |
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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% |