SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 506 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $739,656 | -22.8% | 8,059 | -22.8% | 0.07% | +15.0% |
| Q1 2024 | $958,668 | +0.4% | 10,443 | 0.0% | 0.06% | -18.9% |
| Q4 2023 | $954,386 | -32.1% | 10,443 | -31.8% | 0.07% | -41.7% |
| 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. | 1,145,181 | $104,773,000 | 96.67% |
| Retireful, LLC | 396,095 | $36,239,000 | 78.68% |
| Forward Management, LLC | 7,050,427 | $645,043,000 | 70.38% |
| Spartan Planning & Wealth Management | 249,002 | $22,781,000 | 30.41% |
| Horizon Investments, LLC | 9,410,567 | $859,561,000 | 27.24% |
| Monument Capital Management | 654,614 | $59,891,000 | 22.59% |
| Tranquilli Financial Advisor LLC | 317,515 | $29,049,000 | 22.26% |
| Elm Partners Management LLC | 1,784,322 | $163,248,000 | 21.28% |
| TLWM | 599,143 | $54,816,000 | 21.00% |
| Synergy Asset Management, LLC | 857,944 | $78,493,000 | 20.81% |