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 | $3,862,410 | -4.4% | 42,065 | -4.4% | 0.45% | +1.3% |
| Q2 2023 | $4,041,055 | -69.8% | 44,010 | -69.8% | 0.45% | -69.9% |
| Q1 2023 | $13,397,698 | +0.9% | 145,913 | +0.5% | 1.49% | -13.8% |
| Q4 2022 | $13,275,000 | +73.7% | 145,128 | +73.9% | 1.73% | +22.0% |
| Q3 2022 | $7,642,000 | +12.2% | 83,432 | +12.1% | 1.42% | -19.4% |
| Q2 2022 | $6,809,000 | +2132.5% | 74,425 | +2131.0% | 1.76% | +625.2% |
| Q4 2018 | $305,000 | +0.7% | 3,336 | +0.7% | 0.24% | +14.2% |
| Q3 2018 | $303,000 | +0.3% | 3,314 | +0.5% | 0.21% | -4.5% |
| Q2 2018 | $302,000 | -39.7% | 3,299 | -39.7% | 0.22% | -40.8% |
| Q1 2018 | $501,000 | – | 5,467 | – | 0.38% | – |
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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% |