SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
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 ↓ |
|---|---|---|---|
| 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% |