SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 985 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 1.64 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,976,457 | -3.5% | 174,073 | -3.5% | 0.46% | -3.8% |
| Q1 2024 | $16,555,586 | -49.4% | 180,344 | -49.6% | 0.48% | -53.9% |
| Q4 2023 | $32,699,656 | +94.0% | 357,803 | +94.9% | 1.04% | +74.9% |
| Q3 2023 | $16,854,704 | -17.1% | 183,562 | -17.1% | 0.59% | -6.3% |
| Q2 2023 | $20,320,179 | -9.5% | 221,305 | -9.5% | 0.63% | -15.4% |
| Q1 2023 | $22,449,228 | +92.2% | 244,492 | +91.4% | 0.75% | +79.2% |
| Q4 2022 | $11,682,009 | – | 127,714 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 1,145,181 | $104,773,000 | 96.67% |
| Retireful, LLC | 396,095 | $36,239,000 | 78.68% |
| Forward Management, LLC | 7,050,427 | $645,043,000 | 70.38% |
| Spartan Planning & Wealth Management | 249,002 | $22,781,000 | 30.41% |
| Horizon Investments, LLC | 9,410,567 | $859,561,000 | 27.24% |
| Monument Capital Management | 654,614 | $59,891,000 | 22.59% |
| Tranquilli Financial Advisor LLC | 317,515 | $29,049,000 | 22.26% |
| Elm Partners Management LLC | 1,784,322 | $163,248,000 | 21.28% |
| TLWM | 599,143 | $54,816,000 | 21.00% |
| Synergy Asset Management, LLC | 857,944 | $78,493,000 | 20.81% |