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 | $3,364,215 | -12.8% | 36,639 | -12.8% | 0.67% | -7.7% |
| Q2 2023 | $3,857,733 | -21.9% | 42,014 | -21.9% | 0.72% | -23.8% |
| Q1 2023 | $4,938,878 | +309.4% | 53,789 | +307.9% | 0.95% | +286.2% |
| Q4 2022 | $1,206,242 | -27.9% | 13,187 | -27.9% | 0.25% | -29.5% |
| Q3 2022 | $1,674,000 | +37.8% | 18,278 | +37.6% | 0.35% | +50.4% |
| Q2 2022 | $1,215,000 | -1.1% | 13,279 | -1.2% | 0.23% | +11.0% |
| Q1 2022 | $1,228,000 | -0.1% | 13,434 | 0.0% | 0.21% | +11.8% |
| Q4 2021 | $1,229,000 | 0.0% | 13,434 | 0.0% | 0.19% | 0.0% |
| Q3 2021 | $1,229,000 | -0.7% | 13,434 | -0.7% | 0.19% | -4.1% |
| Q1 2021 | $1,238,000 | +12.1% | 13,534 | +12.2% | 0.20% | +4.3% |
| Q3 2020 | $1,104,000 | -53.0% | 12,059 | -53.0% | 0.19% | -57.1% |
| Q2 2020 | $2,349,000 | +144.7% | 25,665 | +145.0% | 0.44% | +107.6% |
| Q1 2020 | $960,000 | -41.8% | 10,475 | -41.9% | 0.21% | -27.3% |
| Q4 2019 | $1,649,000 | -54.3% | 18,035 | -54.2% | 0.29% | -58.4% |
| Q3 2019 | $3,609,000 | +724.0% | 39,400 | +724.3% | 0.69% | +671.1% |
| Q2 2019 | $438,000 | – | 4,780 | – | 0.09% | – |
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% |