SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,413,353 | -89.5% | 156,974 | -89.5% | 0.01% | -89.1% |
| Q2 2023 | $137,129,130 | -30.2% | 1,493,456 | -30.2% | 0.05% | -42.5% |
| Q1 2023 | $196,481,853 | +19995.9% | 2,139,859 | +19919.3% | 0.08% | – |
| Q4 2022 | $977,723 | -98.5% | 10,689 | -98.5% | 0.00% | -100.0% |
| Q3 2022 | $66,712,000 | +576.5% | 728,296 | +575.7% | 0.03% | +625.0% |
| Q2 2022 | $9,861,000 | -84.5% | 107,778 | -84.5% | 0.00% | -81.0% |
| Q1 2022 | $63,747,000 | +18704.4% | 697,218 | +18713.2% | 0.02% | – |
| Q4 2021 | $339,000 | -98.9% | 3,706 | -98.9% | 0.00% | -100.0% |
| Q3 2021 | $32,014,000 | -75.4% | 350,035 | -75.4% | 0.01% | -78.4% |
| Q2 2021 | $129,925,000 | +1533.5% | 1,420,407 | +1534.1% | 0.05% | +1175.0% |
| Q1 2021 | $7,954,000 | -53.9% | 86,924 | -53.9% | 0.00% | -55.6% |
| Q4 2020 | $17,254,000 | -27.9% | 188,525 | -27.9% | 0.01% | -35.7% |
| Q3 2020 | $23,946,000 | +4064.5% | 261,651 | +4065.8% | 0.01% | – |
| Q2 2020 | $575,000 | -92.9% | 6,281 | -92.9% | 0.00% | -100.0% |
| Q1 2020 | $8,099,000 | +54.9% | 88,388 | +54.6% | 0.01% | +14.3% |
| Q4 2019 | $5,227,000 | -23.2% | 57,170 | -23.1% | 0.01% | -36.4% |
| Q3 2019 | $6,809,000 | -95.9% | 74,338 | -95.9% | 0.01% | -96.2% |
| Q2 2019 | $164,112,000 | +41030.8% | 1,791,415 | +41063.0% | 0.29% | +28900.0% |
| Q1 2019 | $399,000 | -97.0% | 4,352 | -97.0% | 0.00% | -96.2% |
| Q3 2018 | $13,289,000 | +6109.8% | 145,113 | +6096.1% | 0.03% | +2500.0% |
| Q2 2018 | $214,000 | -97.8% | 2,342 | -97.8% | 0.00% | -96.2% |
| Q1 2018 | $9,909,000 | +249.0% | 108,233 | +248.5% | 0.03% | +225.0% |
| Q4 2017 | $2,839,000 | – | 31,056 | – | 0.01% | – |
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% |