SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 679 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,537,221 | -56.2% | 27,633 | -56.4% | 1.42% | -53.8% |
| Q4 2022 | $5,797,669 | -72.8% | 63,383 | -72.7% | 3.08% | -70.5% |
| Q3 2022 | $21,283,000 | -19.8% | 232,342 | -19.9% | 10.44% | +0.9% |
| Q2 2022 | $26,522,000 | +29.5% | 289,893 | +29.4% | 10.34% | +33.2% |
| Q1 2022 | $20,486,000 | – | 224,059 | – | 7.76% | – |
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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% |