SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 366 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 3.21 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $947,399 | -3.6% | 10,318 | -3.6% | 0.28% | +93.8% |
| Q2 2023 | $983,117 | +4.6% | 10,707 | +4.6% | 0.15% | -48.2% |
| Q1 2023 | $940,145 | +9.1% | 10,239 | +8.7% | 0.28% | +4.1% |
| Q4 2022 | $861,739 | +9.5% | 9,421 | +9.4% | 0.27% | +0.4% |
| Q3 2022 | $787,000 | +252.9% | 8,609 | +252.8% | 0.27% | +280.3% |
| Q2 2022 | $223,000 | +2.8% | 2,440 | +2.6% | 0.07% | +16.4% |
| Q1 2022 | $217,000 | -1.4% | 2,378 | -1.1% | 0.06% | +5.2% |
| Q4 2021 | $220,000 | -17.0% | 2,405 | -17.0% | 0.06% | -25.6% |
| Q3 2021 | $265,000 | 0.0% | 2,897 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $265,000 | -11.7% | 2,897 | -11.7% | 0.08% | -18.8% |
| Q1 2021 | $300,000 | 0.0% | 3,282 | 0.0% | 0.10% | +18.5% |
| Q4 2020 | $300,000 | 0.0% | 3,282 | 0.0% | 0.08% | -30.8% |
| Q3 2020 | $300,000 | -5.1% | 3,282 | -4.8% | 0.12% | -14.0% |
| Q2 2020 | $316,000 | -5.1% | 3,447 | -5.1% | 0.14% | -20.9% |
| Q1 2020 | $333,000 | +38.8% | 3,634 | +39.0% | 0.17% | +75.5% |
| Q3 2019 | $240,000 | 0.0% | 2,615 | 0.0% | 0.10% | 0.0% |
| Q2 2019 | $240,000 | – | 2,615 | – | 0.10% | – |
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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% |