SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 668 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,021 | +1.3% | 4,814 | +1.3% | 0.04% | -2.3% |
| Q2 2023 | $436,329 | -8.0% | 4,752 | -8.0% | 0.04% | -15.4% |
| Q1 2023 | $474,342 | +25.2% | 5,166 | +24.8% | 0.05% | +15.6% |
| Q4 2022 | $378,777 | +18.0% | 4,141 | +18.1% | 0.04% | -2.2% |
| Q3 2022 | $321,000 | +6320.0% | 3,507 | +6914.0% | 0.05% | +4500.0% |
| Q2 2022 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 50 | -9.1% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | +400.0% | 55 | +323.1% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | -50.0% | 13 | -43.5% | 0.00% | -100.0% |
| Q3 2020 | $2,000 | +100.0% | 23 | +130.0% | 0.00% | – |
| Q2 2020 | $1,000 | – | 10 | – | 0.00% | – |
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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% |