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 | $73,456 | +6.7% | 800 | +6.7% | 0.00% | – |
| Q1 2023 | $68,865 | +1047.8% | 750 | +1053.8% | 0.00% | – |
| Q4 2020 | $6,000 | +50.0% | 65 | +58.5% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 41 | +2.5% | 0.00% | – |
| Q2 2020 | $4,000 | -99.8% | 40 | -99.8% | 0.00% | -100.0% |
| Q1 2020 | $1,628,000 | -73.8% | 17,762 | -73.9% | 0.00% | -66.7% |
| Q4 2019 | $6,219,000 | -24.4% | 68,014 | -24.3% | 0.00% | -25.0% |
| Q3 2019 | $8,229,000 | -37.7% | 89,850 | -37.7% | 0.00% | -42.9% |
| Q2 2019 | $13,206,000 | -23.8% | 144,150 | -23.8% | 0.01% | -22.2% |
| Q1 2019 | $17,322,000 | +768.7% | 189,100 | +767.4% | 0.01% | +800.0% |
| Q4 2018 | $1,994,000 | – | 21,800 | – | 0.00% | – |
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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% |