SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 400 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $818,700 | +0.1% | 8,916 | +0.1% | 0.04% | +5.4% |
| Q2 2023 | $817,982 | +7.3% | 8,909 | +7.3% | 0.04% | +2.8% |
| Q1 2023 | $762,106 | +0.4% | 8,300 | 0.0% | 0.04% | -2.7% |
| Q4 2022 | $759,201 | -0.1% | 8,300 | 0.0% | 0.04% | -11.9% |
| Q3 2022 | $760,000 | +0.1% | 8,300 | 0.0% | 0.04% | +7.7% |
| Q2 2022 | $759,000 | 0.0% | 8,300 | 0.0% | 0.04% | +11.4% |
| Q1 2022 | $759,000 | 0.0% | 8,300 | 0.0% | 0.04% | +6.1% |
| Q4 2021 | $759,000 | 0.0% | 8,300 | 0.0% | 0.03% | -13.2% |
| Q3 2021 | $759,000 | 0.0% | 8,300 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $759,000 | 0.0% | 8,300 | 0.0% | 0.04% | -7.1% |
| Q1 2021 | $759,000 | -23.2% | 8,300 | -23.1% | 0.04% | -27.6% |
| Q4 2020 | $988,000 | +30.0% | 10,800 | +30.1% | 0.06% | +13.7% |
| Q3 2020 | $760,000 | -31.4% | 8,300 | -31.4% | 0.05% | -36.2% |
| Q2 2020 | $1,108,000 | -36.9% | 12,100 | -36.8% | 0.08% | -47.7% |
| Q1 2020 | $1,755,000 | – | 19,156 | – | 0.15% | – |
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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% |