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 | $413,023 | +14.8% | 4,498 | +14.8% | 0.33% | +8.6% |
| Q2 2023 | $359,827 | +1.2% | 3,919 | +1.2% | 0.30% | -23.4% |
| Q1 2023 | $355,552 | +1.0% | 3,872 | +0.6% | 0.39% | -9.4% |
| Q4 2022 | $351,919 | +0.8% | 3,847 | +1.0% | 0.44% | -7.8% |
| Q3 2022 | $349,000 | -77.4% | 3,810 | -77.4% | 0.47% | -73.7% |
| Q2 2022 | $1,542,000 | – | 16,859 | – | 1.80% | – |
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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% |