SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 498 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,405,489 | -6.0% | 15,307 | -6.0% | 0.13% | +0.8% |
| Q2 2023 | $1,495,381 | +3.9% | 16,286 | +3.9% | 0.13% | -4.5% |
| Q1 2023 | $1,438,820 | +16.3% | 15,670 | +15.8% | 0.13% | +8.2% |
| Q4 2022 | $1,237,589 | +39.2% | 13,530 | +39.5% | 0.12% | +27.1% |
| Q3 2022 | $889,000 | +203.4% | 9,700 | +203.1% | 0.10% | +300.0% |
| Q2 2022 | $293,000 | -19.9% | 3,200 | -20.0% | 0.02% | -22.6% |
| Q4 2020 | $366,000 | -46.6% | 4,000 | -46.7% | 0.03% | -50.8% |
| Q3 2020 | $686,000 | 0.0% | 7,500 | 0.0% | 0.06% | -7.4% |
| Q2 2020 | $686,000 | -0.1% | 7,500 | 0.0% | 0.07% | -25.3% |
| Q1 2020 | $687,000 | -11.6% | 7,500 | -11.8% | 0.09% | +21.3% |
| Q4 2019 | $777,000 | -0.3% | 8,500 | 0.0% | 0.08% | -10.7% |
| Q3 2019 | $779,000 | – | 8,500 | – | 0.08% | – |
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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% |