SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,538 | 0.0% | 27,639 | 0.0% | 0.16% | +2.0% |
| Q2 2023 | $2,538 | +34.1% | 27,639 | +34.1% | 0.15% | +26.4% |
| Q1 2023 | $1,893 | +0.9% | 20,615 | +0.5% | 0.12% | -4.0% |
| Q4 2022 | $1,876 | -99.9% | 20,510 | +47.3% | 0.13% | +37.0% |
| Q3 2022 | $1,275,000 | +11.3% | 13,920 | +11.2% | 0.09% | +13.6% |
| Q2 2022 | $1,146,000 | +0.1% | 12,520 | 0.0% | 0.08% | +9.5% |
| Q1 2022 | $1,145,000 | -23.4% | 12,520 | -23.4% | 0.07% | -20.4% |
| Q4 2021 | $1,495,000 | +7.2% | 16,351 | +7.2% | 0.09% | +1.1% |
| Q3 2021 | $1,395,000 | 0.0% | 15,251 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $1,395,000 | 0.0% | 15,251 | 0.0% | 0.09% | -4.2% |
| Q1 2021 | $1,395,000 | -77.8% | 15,251 | -77.8% | 0.10% | -79.0% |
| Q4 2020 | $6,284,000 | -1.7% | 68,661 | -1.7% | 0.46% | -12.3% |
| Q3 2020 | $6,390,000 | -3.6% | 69,816 | -3.6% | 0.52% | -12.6% |
| Q2 2020 | $6,626,000 | +9.6% | 72,394 | +9.8% | 0.60% | -5.8% |
| Q1 2020 | $6,044,000 | – | 65,961 | – | 0.63% | – |
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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% |