SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 423 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,619,862 | -23.5% | 39,423 | -23.5% | 1.75% | -20.9% |
| Q2 2023 | $4,733,930 | -2.5% | 51,557 | -2.5% | 2.21% | -3.8% |
| Q1 2023 | $4,853,998 | +8.0% | 52,864 | +7.6% | 2.29% | +2.2% |
| Q4 2022 | $4,492,549 | +12.9% | 49,115 | +13.1% | 2.24% | +13.0% |
| Q3 2022 | $3,979,000 | +20.8% | 43,440 | +20.7% | 1.98% | +6.0% |
| Q2 2022 | $3,293,000 | +12.5% | 35,990 | +12.4% | 1.87% | +24.8% |
| Q1 2022 | $2,928,000 | +24.0% | 32,020 | +24.0% | 1.50% | +33.2% |
| Q4 2021 | $2,361,000 | +1013.7% | 25,820 | +1012.9% | 1.13% | +905.4% |
| Q2 2021 | $212,000 | -63.3% | 2,320 | -63.3% | 0.11% | -68.3% |
| Q1 2021 | $578,000 | -43.8% | 6,320 | -43.7% | 0.35% | -57.7% |
| Q3 2020 | $1,028,000 | 0.0% | 11,230 | 0.0% | 0.83% | 0.0% |
| Q2 2020 | $1,028,000 | -5.7% | 11,230 | -5.8% | 0.83% | -12.2% |
| Q4 2019 | $1,090,000 | +308.2% | 11,920 | +308.2% | 0.95% | +251.9% |
| Q3 2019 | $267,000 | -38.3% | 2,920 | -38.2% | 0.27% | -29.5% |
| Q2 2019 | $433,000 | – | 4,725 | – | 0.38% | – |
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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% |