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 | $6,905,836 | -41.3% | 75,211 | -41.3% | 3.71% | -39.5% |
| Q2 2023 | $11,756,732 | -2.3% | 128,041 | -2.3% | 6.13% | -4.0% |
| Q1 2023 | $12,035,562 | +4.9% | 131,078 | +4.5% | 6.39% | -0.3% |
| Q4 2022 | $11,471,999 | +576.0% | 125,418 | +577.0% | 6.41% | +542.6% |
| Q3 2022 | $1,697,000 | -4.9% | 18,525 | -5.1% | 1.00% | -0.3% |
| Q2 2022 | $1,785,000 | +63.9% | 19,513 | +63.8% | 1.00% | +68.1% |
| Q1 2022 | $1,089,000 | – | 11,912 | – | 0.60% | – |
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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% |