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 | $1,149,311 | +23.8% | 12,517 | +23.4% | 1.25% | +29.5% |
Q2 2023 | $928,653 | +305.1% | 10,147 | +305.4% | 0.96% | +268.3% |
Q1 2023 | $229,225 | -64.5% | 2,503 | -64.5% | 0.26% | -66.1% |
Q4 2022 | $645,412 | -64.6% | 7,056 | -64.6% | 0.77% | -67.4% |
Q3 2022 | $1,824,441 | -25.0% | 19,917 | -25.1% | 2.37% | -22.6% |
Q2 2022 | $2,432,046 | -23.3% | 26,583 | -23.4% | 3.07% | +0.2% |
Q1 2022 | $3,172,072 | +1367.0% | 34,694 | +1367.0% | 3.06% | +1407.4% |
Q4 2021 | $216,232 | – | 2,365 | – | 0.20% | – |
Download |
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% |