SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 668 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,201 | -31.8% | 2,180 | -31.8% | 0.02% | -33.3% |
| Q2 2023 | $293,634 | -28.0% | 3,197 | -28.0% | 0.02% | -31.4% |
| Q1 2023 | $407,673 | +63598.9% | 4,439 | -36.5% | 0.04% | -40.7% |
| Q4 2022 | $640 | -99.9% | 6,992 | +0.4% | 0.06% | -10.6% |
| Q3 2022 | $638,000 | -0.5% | 6,966 | -0.6% | 0.07% | +6.5% |
| Q2 2022 | $641,000 | -29.9% | 7,005 | -30.0% | 0.06% | -23.5% |
| Q1 2022 | $914,000 | +0.1% | 10,000 | +0.2% | 0.08% | -1.2% |
| Q4 2021 | $913,000 | +14.1% | 9,980 | +14.1% | 0.08% | +3.8% |
| Q3 2021 | $800,000 | +6.7% | 8,748 | +6.7% | 0.08% | +6.8% |
| Q2 2021 | $750,000 | +1.5% | 8,201 | +1.5% | 0.07% | -5.1% |
| Q1 2021 | $739,000 | -2.8% | 8,077 | -2.7% | 0.08% | -10.3% |
| Q4 2020 | $760,000 | +297.9% | 8,300 | +297.7% | 0.09% | +278.3% |
| Q3 2020 | $191,000 | -71.8% | 2,087 | -71.8% | 0.02% | -70.9% |
| Q2 2020 | $678,000 | -97.3% | 7,404 | -97.3% | 0.08% | -97.6% |
| Q1 2020 | $24,837,000 | -3.8% | 271,052 | -4.0% | 3.28% | +4.3% |
| Q4 2019 | $25,828,000 | +12.4% | 282,486 | +12.6% | 3.15% | +3.9% |
| Q3 2019 | $22,978,000 | +1.5% | 250,882 | +1.3% | 3.03% | +2.0% |
| Q2 2019 | $22,636,000 | +3.3% | 247,548 | +3.4% | 2.97% | +2.3% |
| Q1 2019 | $21,918,000 | – | 239,361 | – | 2.90% | – |
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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% |