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 | $230,744 | -85.3% | 2,513 | -85.3% | 0.47% | -86.9% |
| Q1 2023 | $1,569,755 | +318.3% | 17,096 | +316.7% | 3.63% | +306.0% |
| Q4 2022 | $375,301 | -85.6% | 4,103 | -85.6% | 0.89% | -81.0% |
| Q3 2022 | $2,606,000 | +330.0% | 28,454 | +329.3% | 4.72% | +375.3% |
| Q2 2022 | $606,000 | -47.2% | 6,628 | -47.2% | 0.99% | -12.2% |
| Q1 2022 | $1,147,000 | -41.5% | 12,542 | -41.4% | 1.13% | -82.5% |
| Q1 2020 | $1,960,000 | – | 21,390 | – | 6.46% | – |
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% |