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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $113,398 | -70.7% | 1,235 | -70.7% | 0.00% | -77.8% |
| Q1 2023 | $387,021 | +1109.4% | 4,215 | +1104.3% | 0.01% | +800.0% |
| Q1 2021 | $32,000 | -44.8% | 350 | -44.9% | 0.00% | -50.0% |
| Q4 2020 | $58,000 | -48.7% | 635 | -48.8% | 0.00% | -50.0% |
| Q3 2020 | $113,000 | -8.1% | 1,240 | -7.5% | 0.00% | -20.0% |
| Q2 2020 | $123,000 | -30.9% | 1,340 | -30.9% | 0.01% | -44.4% |
| Q1 2020 | $178,000 | -32.3% | 1,940 | -32.5% | 0.01% | -10.0% |
| Q4 2019 | $263,000 | -38.6% | 2,875 | -38.5% | 0.01% | -41.2% |
| Q3 2019 | $428,000 | -27.5% | 4,677 | -27.3% | 0.02% | -22.7% |
| Q2 2019 | $590,000 | -52.1% | 6,437 | -52.2% | 0.02% | -48.8% |
| Q1 2019 | $1,233,000 | +70.5% | 13,460 | +70.4% | 0.04% | +72.0% |
| Q4 2018 | $723,000 | – | 7,900 | – | 0.02% | – |
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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% |