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 | $2,344,612 | +54.7% | 25,546 | +54.7% | 1.18% | +41.6% |
| Q1 2024 | $1,515,893 | +52.0% | 16,513 | +51.3% | 0.84% | +43.7% |
| Q4 2023 | $997,156 | +39.7% | 10,911 | +40.4% | 0.58% | +21.3% |
| Q3 2023 | $713,717 | +15.4% | 7,773 | +15.4% | 0.48% | +13.5% |
| Q2 2023 | $618,224 | -17.9% | 6,733 | -17.9% | 0.42% | -24.0% |
| Q1 2023 | $753,291 | +14.3% | 8,204 | +13.9% | 0.56% | +11.2% |
| Q4 2022 | $658,767 | -82.3% | 7,202 | -82.3% | 0.50% | -84.9% |
| Q3 2022 | $3,729,000 | – | 40,708 | – | 3.30% | – |
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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% |