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 | $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 ↓ |
|---|---|---|---|
| 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% |