SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,444,644 | +23.9% | 810,767 | +23.9% | 0.20% | +24.2% |
| Q2 2023 | $60,097,204 | +107982.7% | 654,510 | +8.1% | 0.16% | -0.6% |
| Q1 2023 | $55,603 | -48.1% | 605,561 | -48.3% | 0.16% | -52.9% |
| Q4 2022 | $107,061 | -99.8% | 1,170,452 | +88.2% | 0.34% | +50.9% |
| Q3 2022 | $56,967,000 | -0.3% | 621,913 | -0.4% | 0.23% | -3.0% |
| Q2 2022 | $57,154,000 | +1652.1% | 624,695 | +1651.0% | 0.24% | +1858.3% |
| Q1 2022 | $3,262,000 | +145.1% | 35,677 | +145.1% | 0.01% | +100.0% |
| Q4 2021 | $1,331,000 | – | 14,559 | – | 0.01% | – |
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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% |