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 | $190,894 | +3.3% | 2,079,007 | +3.3% | 1.17% | +2.5% |
| Q2 2023 | $184,707 | +20.7% | 2,011,624 | +20.7% | 1.14% | +10.3% |
| Q1 2023 | $153,070 | +22.2% | 1,667,070 | +21.7% | 1.03% | +12.0% |
| Q4 2022 | $125,274 | +52.8% | 1,369,561 | +153266.3% | 0.92% | +92200.0% |
| Q3 2022 | $82,000 | +228.0% | 893 | +230.7% | 0.00% | – |
| Q2 2022 | $25,000 | -63.8% | 270 | -64.1% | 0.00% | – |
| Q1 2022 | $69,000 | +64.3% | 752 | +62.4% | 0.00% | – |
| Q4 2021 | $42,000 | -62.8% | 463 | -62.4% | 0.00% | -100.0% |
| Q2 2021 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $113,000 | 0.0% | 1,233 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $113,000 | +39.5% | 1,233 | +38.5% | 0.00% | -50.0% |
| Q4 2018 | $81,000 | +2600.0% | 890 | +2597.0% | 0.00% | – |
| Q3 2018 | $3,000 | -90.6% | 33 | -90.4% | 0.00% | -100.0% |
| Q2 2018 | $32,000 | +6.7% | 344 | +5.8% | 0.00% | 0.0% |
| Q1 2018 | $30,000 | -3.2% | 325 | -3.0% | 0.00% | 0.0% |
| Q4 2017 | $31,000 | – | 335 | – | 0.00% | – |
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% |