SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 506 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $114,817 | -48.1% | 1,251 | -48.1% | 0.07% | -47.1% |
| Q1 2024 | $221,147 | -66.7% | 2,409 | -66.8% | 0.14% | -68.6% |
| Q4 2023 | $663,309 | -50.0% | 7,258 | -49.8% | 0.43% | -51.9% |
| Q3 2023 | $1,326,615 | +82.5% | 14,448 | +82.5% | 0.90% | +85.6% |
| Q2 2023 | $726,851 | +264209.5% | 7,916 | +164.1% | 0.48% | +151.3% |
| Q1 2023 | $275 | -84.7% | 2,997 | -84.8% | 0.19% | -84.6% |
| Q4 2022 | $1,802 | -99.9% | 19,697 | -1.6% | 1.25% | -1.8% |
| Q3 2022 | $1,834,000 | +397.0% | 20,027 | +396.8% | 1.28% | +425.5% |
| Q2 2022 | $369,000 | -89.7% | 4,031 | -89.7% | 0.24% | -92.9% |
| Q1 2020 | $3,574,000 | +1083.4% | 39,002 | +1082.2% | 3.40% | +1212.7% |
| Q1 2019 | $302,000 | -93.5% | 3,299 | -93.5% | 0.26% | -94.0% |
| Q4 2018 | $4,647,000 | +1001.2% | 50,812 | +1003.2% | 4.35% | +1095.1% |
| Q2 2018 | $422,000 | – | 4,606 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 1,145,181 | $104,773,000 | 96.67% |
| Retireful, LLC | 396,095 | $36,239,000 | 78.68% |
| Forward Management, LLC | 7,050,427 | $645,043,000 | 70.38% |
| Spartan Planning & Wealth Management | 249,002 | $22,781,000 | 30.41% |
| Horizon Investments, LLC | 9,410,567 | $859,561,000 | 27.24% |
| Monument Capital Management | 654,614 | $59,891,000 | 22.59% |
| Tranquilli Financial Advisor LLC | 317,515 | $29,049,000 | 22.26% |
| Elm Partners Management LLC | 1,784,322 | $163,248,000 | 21.28% |
| TLWM | 599,143 | $54,816,000 | 21.00% |
| Synergy Asset Management, LLC | 857,944 | $78,493,000 | 20.81% |