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 | $5,595,287 | +25.2% | 60,938 | +25.2% | 0.04% | +34.4% |
| Q2 2023 | $4,469,871 | +85.6% | 48,680 | +85.6% | 0.03% | +39.1% |
| Q1 2023 | $2,407,782 | -33.6% | 26,223 | -33.9% | 0.02% | -47.7% |
| Q4 2022 | $3,627,641 | +67.4% | 39,659 | +67.5% | 0.04% | +63.0% |
| Q3 2022 | $2,167,000 | +79.8% | 23,670 | +79.5% | 0.03% | +68.8% |
| Q2 2022 | $1,205,000 | -29.7% | 13,187 | -29.7% | 0.02% | -15.8% |
| Q1 2022 | $1,714,000 | +44.2% | 18,754 | +44.2% | 0.02% | +46.2% |
| Q4 2021 | $1,189,000 | -13.1% | 13,008 | -13.1% | 0.01% | -31.6% |
| Q3 2021 | $1,369,000 | -27.1% | 14,969 | -27.1% | 0.02% | -26.9% |
| Q2 2021 | $1,877,000 | -9.3% | 20,524 | -9.3% | 0.03% | -27.8% |
| Q1 2021 | $2,070,000 | -35.8% | 22,623 | -35.8% | 0.04% | -46.3% |
| Q4 2020 | $3,223,000 | -12.8% | 35,220 | -12.8% | 0.07% | -29.5% |
| Q3 2020 | $3,697,000 | -9.9% | 40,392 | -9.9% | 0.10% | -23.4% |
| Q2 2020 | $4,103,000 | +7.3% | 44,822 | +7.4% | 0.12% | -23.9% |
| Q1 2020 | $3,825,000 | -22.3% | 41,748 | -22.5% | 0.16% | -16.8% |
| Q4 2019 | $4,924,000 | -46.3% | 53,860 | -46.2% | 0.20% | -57.8% |
| Q3 2019 | $9,164,000 | +121.9% | 100,053 | +121.9% | 0.46% | +96.6% |
| Q2 2019 | $4,130,000 | -11.5% | 45,091 | -11.5% | 0.24% | -22.1% |
| Q1 2019 | $4,666,000 | – | 50,948 | – | 0.30% | – |
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% |