SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 498 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,495,878 | +134.7% | 48,964 | +134.7% | 0.89% | +134.6% |
| Q2 2023 | $1,915,225 | -77.1% | 20,858 | -77.1% | 0.38% | -78.7% |
| Q1 2023 | $8,369,577 | -27.3% | 91,152 | -27.6% | 1.78% | -29.3% |
| Q4 2022 | $11,511,043 | +51.6% | 125,845 | +51.8% | 2.52% | +45.1% |
| Q3 2022 | $7,595,000 | -39.1% | 82,920 | -39.2% | 1.74% | -38.6% |
| Q2 2022 | $12,472,000 | +6043.8% | 136,320 | +6051.6% | 2.83% | +4772.4% |
| Q1 2021 | $203,000 | -24.0% | 2,216 | -24.0% | 0.06% | -34.1% |
| Q4 2020 | $267,000 | -94.5% | 2,914 | -94.5% | 0.09% | -96.4% |
| Q1 2020 | $4,823,000 | +21.3% | 52,634 | +21.0% | 2.46% | +14.7% |
| Q4 2017 | $3,977,000 | – | 43,508 | – | 2.14% | – |
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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% |