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 | $319,533 | +6.3% | 3,480 | +6.3% | 0.01% | +20.0% |
| Q2 2023 | $300,617 | -39.6% | 3,274 | -39.6% | 0.01% | -44.4% |
| Q1 2023 | $497,571 | +20.2% | 5,419 | +19.7% | 0.02% | +20.0% |
| Q4 2022 | $413,992 | -9.4% | 4,526 | -9.4% | 0.02% | -16.7% |
| Q3 2022 | $457,000 | -15.7% | 4,994 | -15.7% | 0.02% | -5.3% |
| Q2 2022 | $542,000 | +442.0% | 5,927 | +443.8% | 0.02% | +280.0% |
| Q1 2022 | $100,000 | +1011.1% | 1,090 | +958.3% | 0.01% | – |
| Q4 2021 | $9,000 | 0.0% | 103 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 103 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 103 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $9,000 | -88.0% | 103 | -87.5% | 0.00% | -83.3% |
| Q2 2020 | $75,000 | -81.1% | 825 | -80.9% | 0.01% | -83.8% |
| Q1 2020 | $396,000 | +280.8% | 4,326 | +280.1% | 0.04% | +362.5% |
| Q4 2019 | $104,000 | -50.5% | 1,138 | -50.5% | 0.01% | -50.0% |
| Q3 2019 | $210,000 | +76.5% | 2,297 | +75.6% | 0.02% | +77.8% |
| Q2 2019 | $119,000 | -89.8% | 1,308 | -89.7% | 0.01% | -90.3% |
| Q1 2019 | $1,162,000 | -14.7% | 12,691 | -14.8% | 0.09% | -23.1% |
| Q4 2018 | $1,362,000 | +5.7% | 14,895 | +5.8% | 0.12% | +21.0% |
| Q3 2018 | $1,288,000 | +109.1% | 14,075 | +109.0% | 0.10% | +92.3% |
| Q2 2018 | $616,000 | – | 6,733 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 981,076 | $90,082,436 | 57.40% |
| WIN ADVISORS, INC | 340,644 | $38,403,032 | 51.34% |
| Dean, Jacobson Financial Services, LLC | 448,459 | $41,177,551 | 37.28% |
| RIA Advisory Group LLC | 752,905 | $69,128,160 | 29.74% |
| VitalStone Financial, LLC | 575,190 | $52,826 | 29.50% |
| St. Louis Financial Planners Asset Management, LLC | 257,206 | $23,616,645 | 23.66% |
| Vigilare Wealth Management | 443,999 | $40,768,006 | 23.52% |
| PVG ASSET MANAGEMENT CORP | 58,974 | $5,414,992 | 23.36% |
| Cypress Capital, LLC | 795,373 | $73,031,149 | 21.98% |
| Fortis Group Advisors, LLC | 817,717 | $75,082,734 | 19.93% |