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 | $1,041,882 | 0.0% | 11,347 | 0.0% | 0.36% | +4.7% |
| Q2 2023 | $1,041,882 | 0.0% | 11,347 | 0.0% | 0.34% | -3.4% |
| Q1 2023 | $1,041,882 | -17.0% | 11,347 | -17.3% | 0.35% | -9.0% |
| Q4 2022 | $1,255,334 | -0.5% | 13,724 | -0.4% | 0.39% | -11.0% |
| Q3 2022 | $1,262,000 | +1.6% | 13,774 | +1.5% | 0.44% | -15.9% |
| Q2 2022 | $1,242,000 | -1.0% | 13,574 | -1.0% | 0.52% | +10.2% |
| Q1 2022 | $1,254,000 | 0.0% | 13,716 | 0.0% | 0.47% | +4.9% |
| Q4 2021 | $1,254,000 | -56.2% | 13,716 | -56.2% | 0.45% | -60.5% |
| Q1 2021 | $2,865,000 | -29.2% | 31,318 | -29.1% | 1.13% | -32.7% |
| Q4 2020 | $4,045,000 | -70.4% | 44,199 | -70.4% | 1.68% | -68.2% |
| Q3 2020 | $13,658,000 | -38.2% | 149,230 | -38.2% | 5.28% | -20.6% |
| Q2 2020 | $22,105,000 | -4.7% | 241,509 | -4.6% | 6.65% | -14.1% |
| Q1 2020 | $23,186,000 | +17.7% | 253,261 | +17.6% | 7.74% | +38.8% |
| Q4 2019 | $19,704,000 | +0.8% | 215,319 | +0.8% | 5.57% | -0.2% |
| Q3 2019 | $19,550,000 | +10.5% | 213,682 | +10.7% | 5.59% | +7.2% |
| Q2 2019 | $17,691,000 | +12.8% | 193,115 | +12.8% | 5.21% | +6.9% |
| Q1 2019 | $15,684,000 | – | 171,222 | – | 4.88% | – |
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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% |