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 | $260,851 | -67.1% | 2,840 | -67.1% | 0.02% | -69.6% |
| Q2 2023 | $793,217 | +90.7% | 8,638 | +90.7% | 0.06% | +75.0% |
| Q1 2023 | $415,931 | -52.1% | 4,529 | -52.3% | 0.03% | -55.6% |
| Q4 2022 | $868,349 | +1.6% | 9,493 | +1.7% | 0.07% | -20.0% |
| Q3 2022 | $855,000 | +197.9% | 9,332 | +197.7% | 0.09% | +246.2% |
| Q2 2022 | $287,000 | -4.7% | 3,135 | -4.8% | 0.03% | +8.3% |
| Q1 2022 | $301,000 | +42.0% | 3,293 | +41.9% | 0.02% | +26.3% |
| Q2 2021 | $212,000 | -24.8% | 2,321 | -24.7% | 0.02% | -36.7% |
| Q1 2021 | $282,000 | -39.5% | 3,082 | -39.4% | 0.03% | -53.1% |
| Q4 2020 | $466,000 | -45.9% | 5,088 | -45.9% | 0.06% | -69.5% |
| Q3 2020 | $861,000 | +14.5% | 9,408 | +14.4% | 0.21% | -9.1% |
| Q2 2020 | $752,000 | +24966.7% | 8,221 | +22736.1% | 0.23% | +11450.0% |
| Q1 2020 | $3,000 | – | 36 | – | 0.00% | – |
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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% |