SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 423 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,352,061 | +13.0% | 69,179 | +13.0% | 0.29% | +15.4% |
| Q2 2023 | $5,623,619 | -1.6% | 61,246 | -1.6% | 0.25% | -6.6% |
| Q1 2023 | $5,713,597 | +1353832.9% | 62,226 | +1247.8% | 0.27% | +1331.6% |
| Q4 2022 | $422 | -99.9% | 4,617 | -46.2% | 0.02% | -48.6% |
| Q3 2022 | $787,000 | -27.3% | 8,587 | -27.4% | 0.04% | -21.3% |
| Q2 2022 | $1,082,000 | -13.6% | 11,828 | -13.7% | 0.05% | +6.8% |
| Q1 2022 | $1,253,000 | -33.1% | 13,705 | -33.1% | 0.04% | -26.7% |
| Q4 2021 | $1,873,000 | +105.1% | 20,486 | +105.1% | 0.06% | +233.3% |
| Q3 2021 | $913,000 | 0.0% | 9,986 | 0.0% | 0.02% | -47.1% |
| Q2 2021 | $913,000 | -55.5% | 9,986 | -55.5% | 0.03% | -59.5% |
| Q1 2021 | $2,052,000 | – | 22,426 | – | 0.08% | – |
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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% |