SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 985 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 1.64 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,104,057 | +8.1% | 153,672 | +8.1% | 11.48% | +322.0% |
| Q1 2024 | $13,050,180 | +18.4% | 142,159 | +17.9% | 2.72% | +7.5% |
| Q4 2023 | $11,020,319 | +21.6% | 120,586 | +22.1% | 2.53% | +7.7% |
| Q3 2023 | $9,066,322 | +25.5% | 98,740 | +25.5% | 2.35% | +26.8% |
| Q2 2023 | $7,222,148 | +52.1% | 78,656 | +52.1% | 1.85% | +44.1% |
| Q1 2023 | $4,747,235 | +43.5% | 51,702 | +42.9% | 1.29% | +47.5% |
| Q4 2022 | $3,308,732 | +109.5% | 36,173 | +109.8% | 0.87% | +93.8% |
| Q3 2022 | $1,579,322 | +559.4% | 17,241 | +558.8% | 0.45% | +363.9% |
| Q3 2020 | $239,508 | -10.3% | 2,617 | -10.2% | 0.10% | -31.7% |
| Q1 2020 | $267,000 | +26.5% | 2,914 | +26.5% | 0.14% | +54.3% |
| Q4 2019 | $211,000 | – | 2,303 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 1,145,181 | $104,773,000 | 96.67% |
| Retireful, LLC | 396,095 | $36,239,000 | 78.68% |
| Forward Management, LLC | 7,050,427 | $645,043,000 | 70.38% |
| Spartan Planning & Wealth Management | 249,002 | $22,781,000 | 30.41% |
| Horizon Investments, LLC | 9,410,567 | $859,561,000 | 27.24% |
| Monument Capital Management | 654,614 | $59,891,000 | 22.59% |
| Tranquilli Financial Advisor LLC | 317,515 | $29,049,000 | 22.26% |
| Elm Partners Management LLC | 1,784,322 | $163,248,000 | 21.28% |
| TLWM | 599,143 | $54,816,000 | 21.00% |
| Synergy Asset Management, LLC | 857,944 | $78,493,000 | 20.81% |