SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 568 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,199,073 | +551.5% | 165,531 | +551.5% | 1.26% | +554.9% |
| Q2 2023 | $2,332,818 | +218.0% | 25,406 | +218.0% | 0.19% | +179.7% |
| Q1 2023 | $733,578 | -80.7% | 7,989 | -80.8% | 0.07% | -82.3% |
| Q4 2022 | $3,808,960 | -2.5% | 41,642 | -2.3% | 0.39% | -13.9% |
| Q3 2022 | $3,905,000 | +77.7% | 42,628 | +77.4% | 0.45% | +83.4% |
| Q2 2022 | $2,198,000 | +3970.4% | 24,024 | +3904.0% | 0.25% | +3428.6% |
| Q3 2020 | $54,000 | +50.0% | 600 | +50.0% | 0.01% | +40.0% |
| Q2 2020 | $36,000 | -23.4% | 400 | -22.5% | 0.01% | -44.4% |
| Q1 2020 | $47,000 | +840.0% | 516 | +892.3% | 0.01% | +800.0% |
| Q4 2019 | $5,000 | +400.0% | 52 | +333.3% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | -97.3% | 12 | -97.1% | 0.00% | -100.0% |
| Q2 2018 | $37,000 | – | 410 | – | 0.01% | – |
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% |