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 | $14,638,312 | -3.6% | 159,424 | -3.6% | 3.32% | +0.0% |
Q2 2023 | $15,179,315 | -15.5% | 165,316 | -15.5% | 3.32% | -19.7% |
Q1 2023 | $17,973,398 | +9.9% | 195,746 | +9.4% | 4.14% | +3.8% |
Q4 2022 | $16,360,873 | -40.7% | 178,866 | -40.6% | 3.99% | -43.8% |
Q3 2022 | $27,573,000 | +106.9% | 301,014 | +106.7% | 7.09% | +97.7% |
Q2 2022 | $13,326,000 | – | 145,656 | – | 3.59% | – |
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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% |