SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,879,568 | -4.8% | 31,361 | -4.8% | 0.83% | +0.6% |
| Q2 2023 | $3,024,184 | -15.3% | 32,936 | -15.3% | 0.83% | -19.4% |
| Q1 2023 | $3,569,595 | +40.2% | 38,876 | +39.7% | 1.02% | +34.9% |
| Q4 2022 | $2,545,610 | -17.9% | 27,830 | -17.8% | 0.76% | -35.3% |
| Q3 2022 | $3,102,000 | +50.1% | 33,870 | +49.9% | 1.17% | +60.8% |
| Q2 2022 | $2,066,000 | -28.2% | 22,600 | -28.3% | 0.73% | -14.9% |
| Q1 2022 | $2,879,000 | -1.4% | 31,500 | -1.3% | 0.86% | -2.7% |
| Q4 2021 | $2,919,000 | +8.7% | 31,925 | +8.7% | 0.88% | -4.1% |
| Q3 2021 | $2,685,000 | -17.0% | 29,365 | -16.9% | 0.92% | -19.7% |
| Q2 2021 | $3,233,000 | -16.5% | 35,341 | -16.5% | 1.14% | -17.4% |
| Q1 2021 | $3,871,000 | +9.1% | 42,304 | +9.1% | 1.39% | +2.1% |
| Q4 2020 | $3,549,000 | -10.2% | 38,774 | -10.2% | 1.36% | -17.3% |
| Q3 2020 | $3,950,000 | -18.2% | 43,159 | -18.2% | 1.64% | -23.4% |
| Q2 2020 | $4,830,000 | -16.9% | 52,779 | -16.9% | 2.14% | -29.8% |
| Q1 2020 | $5,813,000 | – | 63,514 | – | 3.05% | – |
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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% |