SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 568 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $72,608,597 | +667.3% | 790,771 | +667.3% | 3.65% | +699.6% |
Q2 2023 | $9,463,110 | +22.4% | 103,062 | +22.4% | 0.46% | -3.8% |
Q1 2023 | $7,732,942 | -6.1% | 84,218 | -6.4% | 0.47% | -18.8% |
Q4 2022 | $8,234,258 | +38.1% | 90,021 | +38.3% | 0.58% | +18.9% |
Q3 2022 | $5,963,000 | +2324.0% | 65,103 | +2316.6% | 0.49% | +2355.0% |
Q2 2022 | $246,000 | – | 2,694 | – | 0.02% | – |
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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% |