SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 498 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,749,068 | -54.9% | 19,069 | -54.9% | 0.03% | -9.7% |
| Q2 2023 | $3,877,960 | +84.6% | 42,262 | +85.8% | 0.03% | -13.9% |
| Q1 2023 | $2,100,992 | -6.9% | 22,751 | -7.9% | 0.04% | -7.7% |
| Q4 2022 | $2,257,892 | +133.0% | 24,701 | +133.6% | 0.04% | +129.4% |
| Q3 2022 | $969,000 | +3.7% | 10,574 | +3.2% | 0.02% | +21.4% |
| Q1 2022 | $934,000 | -7.4% | 10,244 | -7.4% | 0.01% | -12.5% |
| Q4 2021 | $1,009,000 | +28.0% | 11,067 | +28.1% | 0.02% | +23.1% |
| Q3 2021 | $788,000 | -55.3% | 8,642 | -55.3% | 0.01% | -43.5% |
| Q2 2021 | $1,764,000 | +134.0% | 19,326 | +134.5% | 0.02% | +9.5% |
| Q1 2021 | $754,000 | – | 8,243 | – | 0.02% | – |
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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% |