SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,383,000 | +1.3% | 58,621 | +1.3% | 0.34% | +14.2% |
| Q2 2023 | $5,313,000 | +152353.4% | 57,865 | +52.5% | 0.30% | +10.0% |
| Q1 2023 | $3,485 | +55.9% | 37,951 | +55.3% | 0.27% | +85.5% |
| Q4 2022 | $2,236 | -100.0% | 24,445 | -66.2% | 0.14% | -78.3% |
| Q3 2022 | $6,624,000 | +149.5% | 72,318 | +149.1% | 0.67% | +339.5% |
| Q4 2021 | $2,655,000 | -0.9% | 29,037 | -0.9% | 0.15% | -16.0% |
| Q3 2021 | $2,680,000 | +0.3% | 29,306 | +0.3% | 0.18% | +2.3% |
| Q2 2021 | $2,671,000 | -33.3% | 29,204 | -33.3% | 0.18% | +27.3% |
| Q1 2021 | $4,003,000 | +41.3% | 43,752 | +41.3% | 0.14% | +14.9% |
| Q4 2020 | $2,833,000 | -22.4% | 30,958 | -22.3% | 0.12% | -33.5% |
| Q3 2020 | $3,649,000 | -59.5% | 39,868 | -59.5% | 0.18% | -63.3% |
| Q2 2020 | $9,021,000 | +43.6% | 98,555 | +43.8% | 0.50% | +6.7% |
| Q1 2020 | $6,281,000 | +60.8% | 68,546 | +60.5% | 0.46% | +56.0% |
| Q4 2019 | $3,905,000 | -19.5% | 42,712 | -19.4% | 0.30% | -25.7% |
| Q3 2019 | $4,853,000 | +109.5% | 52,982 | +109.4% | 0.40% | +54.8% |
| Q1 2019 | $2,317,000 | +1030.2% | 25,299 | +1030.4% | 0.26% | +793.1% |
| Q4 2018 | $205,000 | – | 2,238 | – | 0.03% | – |
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% |