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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $136,839 | -42.3% | 1,496 | -42.2% | 0.01% | -50.0% |
| Q3 2022 | $237,000 | -63.5% | 2,586 | -63.6% | 0.02% | -62.5% |
| Q2 2022 | $650,000 | +277.9% | 7,108 | +278.9% | 0.06% | +300.0% |
| Q1 2022 | $172,000 | -14.9% | 1,876 | -14.9% | 0.02% | -11.1% |
| Q4 2021 | $202,000 | +2.5% | 2,204 | 0.0% | 0.02% | -21.7% |
| Q3 2021 | $197,000 | -2.5% | 2,204 | 0.0% | 0.02% | +15.0% |
| Q2 2021 | $202,000 | -11.0% | 2,204 | -11.0% | 0.02% | -13.0% |
| Q1 2021 | $227,000 | -2.2% | 2,477 | -2.2% | 0.02% | -11.5% |
| Q4 2020 | $232,000 | -58.7% | 2,532 | -58.8% | 0.03% | -62.9% |
| Q3 2020 | $562,000 | -29.4% | 6,145 | -29.3% | 0.07% | -33.3% |
| Q2 2020 | $796,000 | -44.5% | 8,696 | -44.4% | 0.10% | -53.1% |
| Q1 2020 | $1,434,000 | -10.3% | 15,646 | -10.5% | 0.22% | +1.4% |
| Q4 2019 | $1,598,000 | +695.0% | 17,483 | +698.3% | 0.22% | +662.1% |
| Q3 2019 | $201,000 | 0.0% | 2,190 | 0.0% | 0.03% | -6.5% |
| Q2 2019 | $201,000 | – | 2,190 | – | 0.03% | – |
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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% |