SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 568 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,430 | -9.6% | 429 | -9.7% | 0.00% | 0.0% |
| Q2 2023 | $43,637 | -15.2% | 475 | -15.2% | 0.00% | -25.0% |
| Q1 2023 | $51,455 | +0.8% | 560 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $51,070 | +82.4% | 558 | +76.6% | 0.00% | +100.0% |
| Q3 2022 | $28,000 | -31.7% | 316 | -30.5% | 0.00% | -50.0% |
| Q2 2022 | $41,000 | -85.4% | 455 | -85.2% | 0.00% | -83.3% |
| Q1 2022 | $280,000 | -0.7% | 3,064 | -0.8% | 0.02% | +4.3% |
| Q4 2021 | $282,000 | -1.1% | 3,089 | -1.1% | 0.02% | -4.2% |
| Q3 2021 | $285,000 | 0.0% | 3,124 | 0.0% | 0.02% | -17.2% |
| Q2 2021 | $285,000 | 0.0% | 3,124 | -0.0% | 0.03% | -3.3% |
| Q1 2021 | $285,000 | -1.0% | 3,125 | -0.8% | 0.03% | -16.7% |
| Q4 2020 | $288,000 | +1.1% | 3,151 | +1.0% | 0.04% | -12.2% |
| Q3 2020 | $285,000 | 0.0% | 3,121 | 0.0% | 0.04% | -8.9% |
| Q2 2020 | $285,000 | 0.0% | 3,121 | +0.1% | 0.04% | -19.6% |
| Q1 2020 | $285,000 | +65.7% | 3,119 | +64.9% | 0.06% | +100.0% |
| Q4 2019 | $172,000 | -0.6% | 1,891 | +0.1% | 0.03% | -6.7% |
| Q3 2019 | $173,000 | +124.7% | 1,889 | +124.9% | 0.03% | +114.3% |
| Q2 2019 | $77,000 | – | 840 | – | 0.01% | – |
Download | ||||||
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% |