SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 668 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,876 | -75.8% | 336 | -75.8% | 0.01% | -74.0% |
| Q2 2023 | $127,367 | +317.6% | 1,387 | +317.8% | 0.05% | +233.3% |
| Q1 2023 | $30,501 | -8.5% | 332 | -9.0% | 0.02% | 0.0% |
| Q4 2022 | $33,348 | +1.1% | 365 | +0.6% | 0.02% | -11.8% |
| Q3 2022 | $33,000 | -8.3% | 363 | -8.6% | 0.02% | -5.6% |
| Q2 2022 | $36,000 | – | 397 | – | 0.02% | – |
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% |