SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,648,169 | -1.1% | 17,950 | -1.1% | 0.20% | -1.5% |
| Q2 2023 | $1,666,533 | -1.2% | 18,150 | -1.2% | 0.20% | -4.7% |
| Q1 2023 | $1,686,917 | +0.4% | 18,372 | 0.0% | 0.21% | -7.5% |
| Q4 2022 | $1,680,487 | -0.1% | 18,372 | 0.0% | 0.23% | -6.6% |
| Q3 2022 | $1,683,000 | +0.1% | 18,372 | 0.0% | 0.24% | -3.9% |
| Q2 2022 | $1,681,000 | +0.1% | 18,372 | 0.0% | 0.25% | +4.5% |
| Q1 2022 | $1,680,000 | -45.8% | 18,372 | -45.8% | 0.24% | -41.3% |
| Q4 2021 | $3,101,000 | +2.2% | 33,917 | +2.2% | 0.41% | -0.5% |
| Q3 2021 | $3,034,000 | +10.0% | 33,175 | +10.0% | 0.42% | +2.7% |
| Q2 2021 | $2,758,000 | +11.0% | 30,151 | +11.0% | 0.40% | +12.5% |
| Q1 2021 | $2,484,000 | +11.0% | 27,151 | +11.0% | 0.36% | +2.6% |
| Q4 2020 | $2,238,000 | – | 24,450 | – | 0.35% | – |
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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% |