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 | $6,651,145 | 0.0% | 72,706 | 0.0% | 1.13% | -0.3% |
| Q2 2023 | $6,651,145 | +25.1% | 72,706 | +25.5% | 1.14% | +30.5% |
| Q1 2023 | $5,314,619 | +109.1% | 57,925 | +108.4% | 0.87% | +124.2% |
| Q4 2022 | $2,541,951 | -47.7% | 27,790 | -47.7% | 0.39% | -49.2% |
| Q3 2022 | $4,863,000 | +93.1% | 53,091 | +92.9% | 0.76% | +92.9% |
| Q2 2022 | $2,518,000 | +44.1% | 27,524 | +43.9% | 0.40% | +44.0% |
| Q1 2022 | $1,748,000 | -50.0% | 19,122 | -50.0% | 0.28% | -83.2% |
| Q4 2018 | $3,499,000 | +174850.0% | 38,257 | +159304.2% | 1.63% | +163200.0% |
| Q1 2018 | $2,000 | – | 24 | – | 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% |