SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 400 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,161,409 | -29.2% | 77,994 | -29.2% | 4.07% | -26.1% |
| Q2 2023 | $10,116,819 | +15.8% | 110,181 | +15.8% | 5.50% | +1.9% |
| Q1 2023 | $8,738,969 | +116621.9% | 95,175 | +16.3% | 5.40% | +17.0% |
| Q4 2022 | $7,487 | -99.8% | 81,855 | +61.7% | 4.62% | +47.7% |
| Q3 2022 | $4,638,000 | -6.6% | 50,629 | -6.7% | 3.13% | -3.5% |
| Q2 2022 | $4,967,000 | +124.5% | 54,293 | +124.4% | 3.24% | +146.7% |
| Q1 2022 | $2,212,000 | +31.3% | 24,191 | +31.2% | 1.31% | +37.3% |
| Q4 2021 | $1,685,000 | +13.0% | 18,434 | +13.1% | 0.96% | +8.6% |
| Q3 2021 | $1,491,000 | -10.9% | 16,298 | -10.9% | 0.88% | -6.7% |
| Q2 2021 | $1,673,000 | -23.0% | 18,292 | -23.0% | 0.94% | -25.6% |
| Q1 2021 | $2,172,000 | -10.0% | 23,742 | -9.9% | 1.27% | -10.8% |
| Q4 2020 | $2,412,000 | -87.2% | 26,354 | -87.2% | 1.42% | -87.9% |
| Q3 2020 | $18,858,000 | +3.4% | 206,049 | +3.5% | 11.74% | -2.5% |
| Q2 2020 | $18,231,000 | +7.2% | 199,159 | +7.3% | 12.04% | -3.3% |
| Q1 2020 | $17,005,000 | +347.7% | 185,588 | +346.8% | 12.45% | +399.5% |
| Q4 2019 | $3,798,000 | – | 41,535 | – | 2.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 981,076 | $90,082,436 | 57.40% |
| WIN ADVISORS, INC | 340,644 | $38,403,032 | 51.34% |
| Dean, Jacobson Financial Services, LLC | 448,459 | $41,177,551 | 37.28% |
| RIA Advisory Group LLC | 752,905 | $69,128,160 | 29.74% |
| VitalStone Financial, LLC | 575,190 | $52,826 | 29.50% |
| St. Louis Financial Planners Asset Management, LLC | 257,206 | $23,616,645 | 23.66% |
| Vigilare Wealth Management | 443,999 | $40,768,006 | 23.52% |
| PVG ASSET MANAGEMENT CORP | 58,974 | $5,414,992 | 23.36% |
| Cypress Capital, LLC | 795,373 | $73,031,149 | 21.98% |
| Fortis Group Advisors, LLC | 817,717 | $75,082,734 | 19.93% |