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 | $981,923 | -77.1% | 10,694 | -77.1% | 0.05% | -76.8% |
| Q2 2023 | $4,289,004 | +15.0% | 46,711 | +15.0% | 0.22% | -7.2% |
| Q1 2023 | $3,729,820 | +1518.1% | 40,621 | +1511.9% | 0.24% | +1381.2% |
| Q4 2022 | $230,504 | -69.9% | 2,520 | -69.8% | 0.02% | -72.4% |
| Q3 2022 | $766,000 | -14.9% | 8,358 | -15.0% | 0.06% | -14.7% |
| Q2 2022 | $900,000 | +14.1% | 9,834 | +13.9% | 0.07% | +33.3% |
| Q1 2022 | $789,000 | +279.3% | 8,631 | +279.9% | 0.05% | +142.9% |
| Q1 2021 | $208,000 | – | 2,272 | – | 0.02% | – |
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% |