SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 506 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,477,818 | +5.0% | 103,267 | +5.0% | 0.44% | +2.3% |
| Q1 2024 | $9,022,709 | -41.1% | 98,387 | -41.3% | 0.44% | -46.9% |
| Q4 2023 | $15,317,620 | +7.0% | 167,607 | +7.4% | 0.82% | +3.9% |
| Q3 2023 | $14,313,724 | +8.4% | 156,066 | +8.5% | 0.79% | +15.2% |
| Q2 2023 | $13,207,573 | +7.8% | 143,842 | +7.5% | 0.68% | +4.9% |
| Q1 2023 | $12,250,266 | +225.8% | 133,769 | +225.4% | 0.65% | +186.0% |
| Q4 2022 | $3,760,360 | +1422.4% | 41,110 | +1426.0% | 0.23% | +1241.2% |
| Q3 2022 | $247,000 | -86.5% | 2,694 | -86.5% | 0.02% | -87.7% |
| Q2 2022 | $1,826,000 | -51.8% | 19,957 | -51.8% | 0.14% | -54.5% |
| Q1 2022 | $3,786,000 | +50.7% | 41,413 | +50.7% | 0.30% | +51.5% |
| Q4 2021 | $2,512,000 | -35.1% | 27,476 | -35.1% | 0.20% | -36.7% |
| Q3 2021 | $3,870,000 | +6.7% | 42,311 | +6.7% | 0.32% | +6.0% |
| Q2 2021 | $3,627,000 | +418.1% | 39,653 | +418.5% | 0.30% | +373.0% |
| Q1 2021 | $700,000 | -56.7% | 7,648 | -56.8% | 0.06% | -59.6% |
| Q4 2020 | $1,618,000 | -7.7% | 17,684 | -7.7% | 0.16% | -17.5% |
| Q3 2020 | $1,753,000 | +16.7% | 19,152 | +16.7% | 0.19% | -4.1% |
| Q2 2020 | $1,502,000 | +3852.6% | 16,406 | +3891.7% | 0.20% | +3183.3% |
| Q2 2019 | $38,000 | 0.0% | 411 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $38,000 | 0.0% | 411 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $38,000 | – | 411 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 1,145,181 | $104,773,000 | 96.67% |
| Retireful, LLC | 396,095 | $36,239,000 | 78.68% |
| Forward Management, LLC | 7,050,427 | $645,043,000 | 70.38% |
| Spartan Planning & Wealth Management | 249,002 | $22,781,000 | 30.41% |
| Horizon Investments, LLC | 9,410,567 | $859,561,000 | 27.24% |
| Monument Capital Management | 654,614 | $59,891,000 | 22.59% |
| Tranquilli Financial Advisor LLC | 317,515 | $29,049,000 | 22.26% |
| Elm Partners Management LLC | 1,784,322 | $163,248,000 | 21.28% |
| TLWM | 599,143 | $54,816,000 | 21.00% |
| Synergy Asset Management, LLC | 857,944 | $78,493,000 | 20.81% |