SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 568 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $622,907 | 0.0% | 6,784 | 0.0% | 0.20% | +3.1% |
| Q2 2023 | $622,907 | -46.0% | 6,784 | -46.0% | 0.19% | -24.2% |
| Q1 2023 | $1,154,362 | -13.0% | 12,572 | -13.3% | 0.25% | -28.4% |
| Q4 2022 | $1,326,864 | -58.4% | 14,506 | -58.4% | 0.35% | -64.2% |
| Q3 2022 | $3,192,000 | -8.5% | 34,846 | -8.5% | 0.98% | -4.2% |
| Q2 2022 | $3,490,000 | +71.2% | 38,103 | +71.0% | 1.03% | +89.6% |
| Q1 2022 | $2,038,000 | – | 22,288 | – | 0.54% | – |
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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% |