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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $203 | -45.9% | 2,216 | -46.0% | 0.16% | -58.7% |
Q4 2022 | $375 | -99.9% | 4,103 | +5.1% | 0.38% | +5.3% |
Q3 2022 | $358,000 | -16.9% | 3,905 | -17.2% | 0.36% | -14.4% |
Q2 2022 | $431,000 | -77.1% | 4,715 | -77.1% | 0.42% | -70.3% |
Q1 2022 | $1,881,000 | -24.0% | 20,568 | -24.1% | 1.40% | -40.9% |
Q4 2021 | $2,476,000 | -6.8% | 27,085 | -6.8% | 2.37% | -12.3% |
Q3 2021 | $2,658,000 | -3.8% | 29,064 | -3.7% | 2.70% | -2.0% |
Q2 2021 | $2,762,000 | -25.2% | 30,195 | -25.2% | 2.76% | -31.9% |
Q1 2021 | $3,694,000 | -10.7% | 40,372 | -10.7% | 4.05% | +4.7% |
Q4 2020 | $4,136,000 | -72.8% | 45,196 | -72.8% | 3.87% | -71.9% |
Q3 2020 | $15,208,000 | -41.9% | 166,176 | -41.9% | 13.77% | -35.0% |
Q2 2020 | $26,166,000 | +135.2% | 285,872 | +135.5% | 21.19% | +72.0% |
Q1 2020 | $11,125,000 | – | 121,412 | – | 12.32% | – |
Download |
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% |