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 | $7,218 | -84.1% | 79 | -84.0% | 0.00% | -100.0% |
| Q2 2023 | $45,415 | +729.6% | 495 | +725.0% | 0.00% | – |
| Q1 2023 | $5,474 | -76.5% | 60 | -76.5% | 0.00% | -100.0% |
| Q4 2022 | $23,325 | -61.8% | 255 | -61.7% | 0.00% | -50.0% |
| Q3 2022 | $61,000 | +103.3% | 665 | +105.9% | 0.00% | +100.0% |
| Q4 2021 | $30,000 | 0.0% | 323 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 323 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | 0.0% | 323 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | -6.2% | 323 | -9.0% | 0.00% | -50.0% |
| Q4 2020 | $32,000 | 0.0% | 355 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $32,000 | +10.3% | 355 | +13.4% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | -42.0% | 313 | -43.1% | 0.00% | -50.0% |
| Q1 2020 | $50,000 | +42.9% | 550 | +45.5% | 0.00% | +33.3% |
| Q4 2019 | $35,000 | 0.0% | 378 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $35,000 | +191.7% | 378 | +180.0% | 0.00% | +200.0% |
| Q1 2019 | $12,000 | -86.8% | 135 | -86.4% | 0.00% | -87.5% |
| Q4 2018 | $91,000 | – | 996 | – | 0.01% | – |
Download | ||||||
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% |