SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,226,197 | -53.0% | 24,338 | -52.9% | 3.04% | -36.5% |
| Q3 2022 | $4,732,000 | -34.7% | 51,655 | -34.8% | 4.78% | -36.7% |
| Q2 2022 | $7,249,000 | -1.4% | 79,230 | -1.5% | 7.56% | +12.5% |
| Q1 2022 | $7,351,000 | -1.0% | 80,403 | -1.0% | 6.72% | -0.4% |
| Q4 2021 | $7,423,000 | +14.7% | 81,193 | +14.7% | 6.75% | +6.4% |
| Q3 2021 | $6,473,000 | -5.0% | 70,771 | -5.0% | 6.34% | -3.1% |
| Q2 2021 | $6,813,000 | +0.4% | 74,480 | +0.4% | 6.55% | -6.1% |
| Q1 2021 | $6,789,000 | -11.2% | 74,201 | -11.2% | 6.98% | -15.2% |
| Q4 2020 | $7,649,000 | – | 83,579 | – | 8.22% | – |
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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% |