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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $675,893 | -20.1% | 7,361 | -20.4% | 0.26% | -23.0% |
| Q4 2022 | $845,823 | -25.9% | 9,247 | -25.8% | 0.34% | -30.4% |
| Q3 2022 | $1,141,000 | -11.5% | 12,455 | -11.6% | 0.49% | -6.5% |
| Q2 2022 | $1,289,000 | +55.9% | 14,093 | +55.8% | 0.53% | +81.1% |
| Q1 2022 | $827,000 | +219.3% | 9,047 | +219.3% | 0.29% | +99.3% |
| Q3 2020 | $259,000 | -52.5% | 2,833 | -52.4% | 0.15% | -56.4% |
| Q2 2020 | $545,000 | +39.7% | 5,954 | +39.9% | 0.34% | +12.0% |
| Q1 2020 | $390,000 | -18.2% | 4,255 | -18.5% | 0.30% | +0.7% |
| Q4 2019 | $477,000 | +30.0% | 5,222 | +30.2% | 0.30% | +12.9% |
| Q3 2019 | $367,000 | -41.9% | 4,010 | -42.0% | 0.26% | -52.4% |
| Q4 2018 | $632,000 | – | 6,909 | – | 0.55% | – |
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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% |