SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 498 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,302,626 | -10.0% | 14,187 | -10.0% | 1.20% | -7.7% |
| Q2 2023 | $1,448,093 | +7.9% | 15,771 | +7.9% | 1.30% | +9.8% |
| Q1 2023 | $1,341,766 | +345.2% | 14,613 | +343.5% | 1.19% | +305.8% |
| Q4 2022 | $301,393 | -57.4% | 3,295 | -57.3% | 0.29% | -56.7% |
| Q3 2022 | $708,000 | -92.5% | 7,725 | +12993.2% | 0.68% | +8350.0% |
| Q2 2022 | $9,444,000 | +9068.9% | 59 | -94.8% | 0.01% | -87.5% |
| Q1 2022 | $103,000 | -95.9% | 1,137 | -99.5% | 0.06% | +220.0% |
| Q4 2021 | $2,531,000 | +432.8% | 231,409 | +4357.0% | 0.02% | -90.4% |
| Q2 2021 | $475,000 | – | 5,192 | – | 0.21% | – |
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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% |