SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 568 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,982,948 | -2.5% | 43,525 | -2.7% | 0.79% | -8.2% |
| Q3 2022 | $4,087,000 | -0.4% | 44,716 | -0.4% | 0.86% | +1.1% |
| Q2 2022 | $4,103,000 | +1355.0% | 44,881 | +1355.8% | 0.85% | +1538.5% |
| Q1 2022 | $282,000 | -10.5% | 3,083 | -10.6% | 0.05% | -11.9% |
| Q4 2021 | $315,000 | 0.0% | 3,450 | 0.0% | 0.06% | +20.4% |
| Q3 2021 | $315,000 | -37.1% | 3,450 | -37.0% | 0.05% | -40.2% |
| Q2 2021 | $501,000 | -13.0% | 5,478 | -13.0% | 0.08% | -20.4% |
| Q1 2021 | $576,000 | -3.4% | 6,300 | -3.2% | 0.10% | -6.4% |
| Q4 2020 | $596,000 | +23.9% | 6,509 | +24.0% | 0.11% | +12.2% |
| Q3 2020 | $481,000 | – | 5,250 | – | 0.10% | – |
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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% |