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 | $4,576,811 | +21.0% | 49,845 | +21.0% | 0.37% | +22.4% |
| Q2 2023 | $3,783,259 | +623171.7% | 41,203 | +521.3% | 0.30% | +441.1% |
| Q4 2022 | $607 | -99.9% | 6,632 | +3.0% | 0.06% | -8.2% |
| Q3 2022 | $590,000 | +5.5% | 6,438 | +5.4% | 0.06% | +22.0% |
| Q2 2022 | $559,000 | -35.8% | 6,109 | -35.9% | 0.05% | -29.6% |
| Q4 2021 | $871,000 | +139.3% | 9,526 | +139.5% | 0.07% | +91.9% |
| Q3 2021 | $364,000 | -10.6% | 3,977 | -10.5% | 0.04% | -9.8% |
| Q2 2021 | $407,000 | -84.6% | 4,446 | -84.6% | 0.04% | -85.2% |
| Q1 2021 | $2,635,000 | -61.5% | 28,795 | -61.5% | 0.28% | -64.0% |
| Q4 2020 | $6,853,000 | +77.5% | 74,876 | +77.5% | 0.77% | +41.4% |
| Q3 2020 | $3,860,000 | +10.5% | 42,180 | +10.5% | 0.54% | +2.3% |
| Q2 2020 | $3,494,000 | – | 38,173 | – | 0.53% | – |
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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% |