SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 837 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.22 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,312,385 | +16.2% | 286,565 | +16.2% | 0.37% | +19.1% |
| Q2 2023 | $22,643,313 | -37.0% | 246,606 | -37.0% | 0.31% | -41.9% |
| Q1 2023 | $35,951,152 | -5.6% | 391,540 | -6.0% | 0.53% | -12.9% |
| Q4 2022 | $38,091,593 | -14.4% | 416,438 | -14.2% | 0.61% | -20.5% |
| Q3 2022 | $44,483,943 | +29.0% | 485,635 | +28.8% | 0.77% | +18.9% |
| Q2 2022 | $34,490,000 | +202.8% | 376,984 | +202.6% | 0.65% | +242.3% |
| Q1 2022 | $11,390,000 | – | 124,577 | – | 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% |