SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61 | -99.5% | 662 | -99.5% | 0.01% | -99.4% |
| Q2 2023 | $11,377 | +69.5% | 123,905 | +69.5% | 1.90% | +46.9% |
| Q1 2023 | $6,713 | -70.4% | 73,107 | -70.6% | 1.30% | -72.1% |
| Q4 2022 | $22,710 | -99.8% | 248,275 | +63.6% | 4.65% | +46.0% |
| Q3 2022 | $13,902,000 | +1390100.0% | 151,769 | +2168028.6% | 3.18% | – |
| Q2 2022 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | -94.4% | 7 | -96.5% | 0.00% | -100.0% |
| Q3 2020 | $18,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $18,000 | 0.0% | 200 | 0.0% | 0.01% | -25.0% |
| Q1 2020 | $18,000 | -96.7% | 200 | -96.6% | 0.01% | -95.5% |
| Q4 2019 | $540,000 | -5.1% | 5,908 | -4.8% | 0.18% | -14.8% |
| Q3 2019 | $569,000 | 0.0% | 6,208 | 0.0% | 0.21% | -0.5% |
| Q2 2019 | $569,000 | 0.0% | 6,208 | 0.0% | 0.21% | -7.9% |
| Q1 2019 | $569,000 | +0.2% | 6,208 | 0.0% | 0.23% | -35.3% |
| Q4 2018 | $568,000 | -0.2% | 6,208 | 0.0% | 0.35% | +60.2% |
| Q3 2018 | $569,000 | 0.0% | 6,208 | 0.0% | 0.22% | -4.7% |
| Q2 2018 | $569,000 | +3.5% | 6,208 | +3.3% | 0.23% | -18.6% |
| Q1 2018 | $550,000 | – | 6,008 | – | 0.28% | – |
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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% |