SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 822 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 3.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,187,073 | -13.8% | 121,837 | -13.8% | 4.08% | -16.7% |
| Q2 2023 | $12,985,001 | -7.7% | 141,418 | -7.7% | 4.90% | -16.0% |
| Q1 2023 | $14,071,966 | +28.2% | 153,256 | +27.7% | 5.83% | +13.6% |
| Q4 2022 | $10,973,564 | +42.9% | 119,969 | +43.1% | 5.13% | +36.5% |
| Q3 2022 | $7,679,000 | +278.6% | 83,828 | +278.2% | 3.76% | +296.7% |
| Q2 2022 | $2,028,000 | +37.9% | 22,165 | +37.8% | 0.95% | +67.2% |
| Q1 2022 | $1,471,000 | – | 16,083 | – | 0.57% | – |
Download | ||||||
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% |