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 | $222,021 | 0.0% | 2,418 | 0.0% | 0.12% | +22.2% |
| Q2 2023 | $222,021 | 0.0% | 2,418 | 0.0% | 0.10% | +3.1% |
| Q1 2023 | $222,021 | -21.0% | 2,418 | -21.3% | 0.10% | -24.4% |
| Q4 2022 | $281,179 | -0.3% | 3,074 | 0.0% | 0.13% | -0.8% |
| Q3 2022 | $282,000 | +0.4% | 3,074 | 0.0% | 0.13% | +13.3% |
| Q2 2022 | $281,000 | 0.0% | 3,074 | 0.0% | 0.11% | +11.9% |
| Q1 2022 | $281,000 | -55.5% | 3,074 | -55.4% | 0.10% | -40.9% |
| Q4 2021 | $631,000 | -8.4% | 6,898 | -8.4% | 0.17% | -7.6% |
| Q3 2021 | $689,000 | +7.8% | 7,529 | +7.8% | 0.18% | +26.7% |
| Q2 2021 | $639,000 | -36.5% | 6,983 | -34.6% | 0.15% | -43.8% |
| Q4 2020 | $1,007,000 | +21.6% | 10,675 | +18.0% | 0.26% | -8.1% |
| Q3 2020 | $828,000 | -79.6% | 9,050 | -79.6% | 0.28% | -82.0% |
| Q2 2020 | $4,064,000 | – | 44,400 | – | 1.58% | – |
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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% |