SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,054,718 | +7604.3% | 174,879 | +7603.9% | 0.04% | +4100.0% |
| Q2 2023 | $208,386 | -73.3% | 2,270 | -73.3% | 0.00% | -50.0% |
| Q1 2023 | $780,483 | -98.2% | 8,500 | -98.2% | 0.00% | -98.2% |
| Q4 2022 | $43,277,869 | +0.3% | 472,628 | +0.3% | 0.11% | -18.2% |
| Q3 2022 | $43,129,000 | -1.7% | 471,077 | -1.7% | 0.14% | +30.5% |
| Q2 2022 | $43,887,000 | +350.3% | 479,017 | +349.4% | 0.10% | +517.6% |
| Q1 2022 | $9,746,000 | +350.2% | 106,595 | +349.8% | 0.02% | +466.7% |
| Q4 2021 | $2,165,000 | -37.0% | 23,700 | -37.2% | 0.00% | -50.0% |
| Q3 2021 | $3,436,000 | -43.7% | 37,718 | -43.6% | 0.01% | -45.5% |
| Q2 2021 | $6,106,000 | +1116.3% | 66,872 | +1119.4% | 0.01% | +1000.0% |
| Q4 2020 | $502,000 | -91.2% | 5,484 | -91.3% | 0.00% | -92.9% |
| Q4 2019 | $5,732,000 | -71.6% | 62,691 | -71.5% | 0.01% | -76.7% |
| Q3 2019 | $20,182,000 | +6206.9% | 220,352 | +6197.6% | 0.06% | +5900.0% |
| Q4 2018 | $320,000 | -31.8% | 3,499 | -31.7% | 0.00% | -50.0% |
| Q3 2018 | $469,000 | – | 5,120 | – | 0.00% | – |
Download | ||||||
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% |