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 | $37,056,139 | +26.2% | 403,573 | +26.2% | 3.47% | -3.9% |
| Q2 2023 | $29,360,803 | +110.0% | 319,765 | +110.0% | 3.62% | +89.0% |
| Q1 2023 | $13,983,980 | +64.1% | 152,298 | +63.5% | 1.91% | +44.8% |
| Q4 2022 | $8,521,254 | +283.5% | 93,159 | +284.1% | 1.32% | +222.2% |
| Q3 2022 | $2,222,000 | +220.2% | 24,254 | +220.1% | 0.41% | +115.8% |
| Q4 2020 | $694,000 | – | 7,578 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 981,076 | $90,082,436 | 57.40% |
| WIN ADVISORS, INC | 340,644 | $38,403,032 | 51.34% |
| Dean, Jacobson Financial Services, LLC | 448,459 | $41,177,551 | 37.28% |
| RIA Advisory Group LLC | 752,905 | $69,128,160 | 29.74% |
| VitalStone Financial, LLC | 575,190 | $52,826 | 29.50% |
| St. Louis Financial Planners Asset Management, LLC | 257,206 | $23,616,645 | 23.66% |
| Vigilare Wealth Management | 443,999 | $40,768,006 | 23.52% |
| PVG ASSET MANAGEMENT CORP | 58,974 | $5,414,992 | 23.36% |
| Cypress Capital, LLC | 795,373 | $73,031,149 | 21.98% |
| Fortis Group Advisors, LLC | 817,717 | $75,082,734 | 19.93% |