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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $213,114 | +2.0% | 2,321 | +2.0% | 0.00% | 0.0% |
| Q1 2023 | $208,890 | -34.1% | 2,275 | -34.2% | 0.00% | -42.9% |
| Q3 2022 | $317,000 | -84.2% | 3,459 | -84.2% | 0.01% | -83.3% |
| Q2 2022 | $2,005,000 | +2.4% | 21,912 | +2.3% | 0.04% | +20.0% |
| Q1 2022 | $1,958,000 | -0.1% | 21,412 | -0.1% | 0.04% | +9.4% |
| Q4 2021 | $1,960,000 | +612.7% | 21,432 | +613.2% | 0.03% | +540.0% |
| Q3 2021 | $275,000 | -4.8% | 3,005 | -4.8% | 0.01% | -16.7% |
| Q2 2021 | $289,000 | -13.0% | 3,155 | -13.0% | 0.01% | -14.3% |
| Q1 2021 | $332,000 | +31.7% | 3,626 | +31.8% | 0.01% | +40.0% |
| Q4 2020 | $252,000 | +15.6% | 2,752 | +15.8% | 0.01% | 0.0% |
| Q3 2020 | $218,000 | – | 2,377 | – | 0.01% | – |
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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% |