SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 668 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,098 | -95.1% | 109,974 | -95.1% | 0.50% | -94.9% |
| Q2 2023 | $205,812 | +280.7% | 2,241,473 | +280.7% | 9.82% | +263.0% |
| Q1 2023 | $54,056 | -71.8% | 588,714 | -71.9% | 2.70% | -74.3% |
| Q4 2022 | $191,588 | -99.9% | 2,094,540 | -0.1% | 10.53% | -2.4% |
| Q3 2022 | $192,103,000 | +930.4% | 2,097,193 | +929.2% | 10.79% | +963.0% |
| Q2 2022 | $18,643,000 | -49.4% | 203,772 | -49.5% | 1.02% | -39.8% |
| Q1 2022 | $36,874,000 | +4764.6% | 403,300 | +4763.1% | 1.69% | +5012.1% |
| Q4 2021 | $758,000 | -12.6% | 8,293 | -12.5% | 0.03% | -19.5% |
| Q3 2021 | $867,000 | +0.9% | 9,478 | +0.9% | 0.04% | 0.0% |
| Q2 2021 | $859,000 | -0.7% | 9,392 | -0.7% | 0.04% | -14.6% |
| Q1 2021 | $865,000 | +12.2% | 9,458 | +12.2% | 0.05% | -29.4% |
| Q4 2020 | $771,000 | -4.0% | 8,427 | -3.9% | 0.07% | -11.7% |
| Q3 2020 | $803,000 | -10.9% | 8,770 | -10.9% | 0.08% | -9.4% |
| Q2 2020 | $901,000 | +13.6% | 9,842 | +13.7% | 0.08% | -9.6% |
| Q1 2020 | $793,000 | +108.1% | 8,658 | +108.0% | 0.09% | +176.5% |
| Q4 2019 | $381,000 | – | 4,162 | – | 0.03% | – |
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% |