SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 938 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.36 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $13,503,927 | -2.1% | 147,102 | -2.5% | 3.67% | -8.3% |
| Q4 2023 | $13,790,795 | -3.4% | 150,900 | -2.9% | 4.00% | -39.7% |
| Q3 2023 | $14,270,088 | +2.0% | 155,414 | +2.0% | 6.63% | +7.8% |
| Q2 2023 | $13,990,728 | -20.1% | 152,371 | -20.1% | 6.15% | -23.9% |
| Q1 2023 | $17,518,161 | +24.0% | 190,788 | +23.6% | 8.08% | +14.6% |
| Q4 2022 | $14,123,603 | – | 154,407 | – | 7.05% | – |
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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% |