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 | $2,096,958 | +0.6% | 22,908 | +0.6% | 1.51% | -0.1% |
| Q2 2023 | $2,084,601 | -2.9% | 22,765 | -2.9% | 1.51% | -1.0% |
| Q1 2023 | $2,146,871 | -13.7% | 23,448 | -13.8% | 1.53% | -6.7% |
| Q4 2022 | $2,488,698 | +2.2% | 27,199 | +2.2% | 1.64% | -2.9% |
| Q3 2022 | $2,436,000 | +0.1% | 26,620 | +0.0% | 1.69% | +6.0% |
| Q2 2022 | $2,433,000 | +67.8% | 26,615 | +67.8% | 1.59% | +69.9% |
| Q1 2022 | $1,450,000 | +194.7% | 15,862 | +195.0% | 0.94% | +216.6% |
| Q4 2021 | $492,000 | 0.0% | 5,377 | 0.0% | 0.30% | 0.0% |
| Q3 2021 | $492,000 | 0.0% | 5,377 | 0.0% | 0.30% | -1.0% |
| Q2 2021 | $492,000 | 0.0% | 5,377 | 0.0% | 0.30% | -4.8% |
| Q1 2021 | $492,000 | -22.4% | 5,377 | -22.4% | 0.31% | -35.7% |
| Q4 2020 | $634,000 | -0.2% | 6,928 | -0.2% | 0.49% | -18.7% |
| Q3 2020 | $635,000 | 0.0% | 6,942 | 0.0% | 0.60% | -15.4% |
| Q2 2020 | $635,000 | -2.3% | 6,942 | -2.1% | 0.71% | -18.6% |
| Q1 2020 | $650,000 | – | 7,092 | – | 0.87% | – |
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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% |