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 | $535,749 | +120.9% | 5,835 | +120.9% | 0.16% | +97.5% |
| Q2 2023 | $242,496 | +17.2% | 2,641 | +17.2% | 0.08% | +25.4% |
| Q1 2023 | $206,964 | -7.4% | 2,254 | -7.8% | 0.06% | -3.1% |
| Q4 2022 | $223,518 | -10.9% | 2,444 | -10.9% | 0.06% | -13.3% |
| Q3 2022 | $251,000 | -76.8% | 2,744 | -76.8% | 0.08% | -75.3% |
| Q2 2022 | $1,084,000 | -3.0% | 11,845 | -3.1% | 0.30% | +8.2% |
| Q1 2022 | $1,117,000 | -0.2% | 12,220 | -0.2% | 0.28% | -15.4% |
| Q4 2021 | $1,119,000 | -3.8% | 12,245 | -3.7% | 0.33% | -15.7% |
| Q3 2021 | $1,163,000 | -4.0% | 12,721 | -4.0% | 0.39% | -3.0% |
| Q2 2021 | $1,212,000 | -8.3% | 13,247 | -8.2% | 0.41% | -24.3% |
| Q1 2021 | $1,321,000 | -1.0% | 14,433 | -1.0% | 0.54% | -4.6% |
| Q4 2020 | $1,335,000 | – | 14,584 | – | 0.56% | – |
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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% |