SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,326,994 | +1205.4% | 79,954 | +1205.2% | 2.30% | +1213.1% |
| Q2 2023 | $561,304 | +91.6% | 6,126 | +91.5% | 0.18% | +73.3% |
| Q1 2023 | $292,887 | -96.9% | 3,199 | -96.9% | 0.10% | -97.1% |
| Q4 2022 | $9,330,640 | +186.0% | 101,974 | +244.9% | 3.43% | +152.3% |
| Q3 2022 | $3,263,000 | +1095.2% | 29,562 | +889.4% | 1.36% | +819.6% |
| Q2 2022 | $273,000 | -78.6% | 2,988 | -78.5% | 0.15% | -74.0% |
| Q1 2022 | $1,273,000 | – | 13,924 | – | 0.57% | – |
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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% |