SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 822 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 3.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,736 | +0.3% | 2,219 | +0.3% | 0.10% | +3.1% |
| Q2 2023 | $203,198 | -0.9% | 2,213 | -1.1% | 0.10% | -23.8% |
| Q2 2022 | $205,000 | -8.5% | 2,237 | -8.9% | 0.13% | +1.6% |
| Q1 2022 | $224,000 | -0.9% | 2,455 | -0.7% | 0.12% | +4.2% |
| Q4 2021 | $226,000 | -65.9% | 2,473 | -65.8% | 0.12% | -68.3% |
| Q3 2021 | $662,000 | +2.3% | 7,236 | +2.3% | 0.38% | -0.5% |
| Q2 2021 | $647,000 | -5.1% | 7,073 | -5.2% | 0.38% | -12.5% |
| Q1 2021 | $682,000 | -1.0% | 7,458 | -0.9% | 0.43% | -7.3% |
| Q4 2020 | $689,000 | – | 7,526 | – | 0.46% | – |
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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% |