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 | $3,620,618 | +3.5% | 39,464 | +3.4% | 0.04% | +8.6% |
| Q2 2023 | $3,496,708 | -20.0% | 38,167 | -20.0% | 0.04% | -22.2% |
| Q1 2023 | $4,371,086 | +46.5% | 47,718 | +47.4% | 0.04% | +36.4% |
| Q4 2022 | $2,983,799 | +9565.4% | 32,369 | +12643.7% | 0.03% | – |
| Q3 2022 | $30,871 | +5.3% | 254 | 0.0% | 0.00% | – |
| Q2 2022 | $29,318 | +2.7% | 254 | 0.0% | 0.00% | – |
| Q1 2022 | $28,548 | -1.3% | 254 | 0.0% | 0.00% | – |
| Q4 2021 | $28,929 | – | 254 | – | 0.00% | – |
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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% |