SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 568 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,763,199 | +1191.9% | 40,985 | +1191.7% | 0.10% | +1137.5% |
| Q2 2023 | $291,301 | -16.8% | 3,173 | -16.8% | 0.01% | -20.0% |
| Q1 2023 | $350,249 | +10.0% | 3,815 | +9.6% | 0.01% | 0.0% |
| Q4 2022 | $318,532 | -99.9% | 3,482 | -99.9% | 0.01% | -99.9% |
| Q3 2022 | $311,072,000 | +661755.3% | 3,395,987 | +656764.0% | 9.52% | +951400.0% |
| Q2 2022 | $47,000 | -42.7% | 517 | -42.0% | 0.00% | -50.0% |
| Q1 2022 | $82,000 | -1.2% | 892 | -1.9% | 0.00% | 0.0% |
| Q4 2021 | $83,000 | -10.8% | 909 | -10.3% | 0.00% | -33.3% |
| Q3 2021 | $93,000 | -99.8% | 1,013 | -99.8% | 0.00% | -99.7% |
| Q2 2021 | $39,879,000 | +48532.9% | 435,974 | +48776.0% | 1.17% | +38800.0% |
| Q1 2021 | $82,000 | -99.8% | 892 | -99.8% | 0.00% | -99.8% |
| Q4 2020 | $34,373,000 | 0.0% | 375,577 | 0.0% | 1.46% | +1.0% |
| Q3 2020 | $34,373,000 | +13649.2% | 375,577 | +13652.4% | 1.44% | +13027.3% |
| Q2 2020 | $250,000 | +42.0% | 2,731 | +42.0% | 0.01% | +22.2% |
| Q1 2020 | $176,000 | -99.0% | 1,923 | -99.0% | 0.01% | -98.8% |
| Q4 2019 | $17,427,000 | +16819.4% | 190,605 | +16903.1% | 0.78% | +15420.0% |
| Q3 2019 | $103,000 | +32.1% | 1,121 | +31.3% | 0.01% | +25.0% |
| Q2 2019 | $78,000 | – | 854 | – | 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% |