SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,693,836 | +29.0% | 432,301 | +29.0% | 4.86% | +40.7% |
| Q2 2023 | $30,777,474 | +13.3% | 335,194 | +13.3% | 3.45% | +12.4% |
| Q1 2023 | $27,174,450 | -7.9% | 295,953 | -8.3% | 3.07% | -7.6% |
| Q4 2022 | $29,509,416 | -99.9% | 322,613 | +9.8% | 3.32% | +7.0% |
| Q3 2022 | $26,923,662,000 | +30.9% | 293,926 | +30.7% | 3.10% | +41.3% |
| Q2 2022 | $20,573,653,000 | +72665.3% | 224,873 | -27.3% | 2.20% | -13.4% |
| Q1 2022 | $28,274,000 | +11.3% | 309,240 | +11.3% | 2.54% | +36.3% |
| Q4 2021 | $25,395,000 | +23.4% | 277,748 | +23.5% | 1.86% | +18.4% |
| Q3 2021 | $20,572,000 | -1.1% | 224,929 | -1.1% | 1.57% | +1.4% |
| Q2 2021 | $20,797,000 | +3.0% | 227,365 | +3.1% | 1.55% | -1.2% |
| Q1 2021 | $20,182,000 | – | 220,570 | – | 1.57% | – |
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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% |