SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $161,067 | -91.5% | 1,754 | +1806.5% | 0.00% | -100.0% |
| Q2 2023 | $1,893,045 | +2215.8% | 92 | 0.0% | 5.15% | +104.6% |
| Q1 2023 | $81,745 | -95.6% | 92 | +1.1% | 2.52% | -73.9% |
| Q4 2022 | $1,846,760 | -96.8% | 91 | -96.0% | 9.64% | +395.1% |
| Q3 2022 | $57,579,000 | -1.0% | 2,300 | -33.5% | 1.95% | +7.6% |
| Q2 2022 | $58,186,000 | -14.6% | 3,458 | 0.0% | 1.81% | -5.3% |
| Q1 2022 | $68,155,000 | -7.8% | 3,458 | -56.7% | 1.91% | +14.4% |
| Q4 2021 | $73,953,000 | +33823.4% | 7,991 | +269.6% | 1.67% | +1521.4% |
| Q3 2021 | $218,000 | 0.0% | 2,162 | +0.2% | 0.10% | +32.1% |
| Q2 2021 | $218,000 | +71.7% | 2,158 | +55.8% | 0.08% | +2500.0% |
| Q1 2021 | $127,000 | +8.5% | 1,385 | +7.7% | 0.00% | -97.2% |
| Q4 2020 | $117,000 | +11600.0% | 1,286 | +6023.8% | 0.11% | – |
| Q1 2020 | $1,000 | -50.0% | 21 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $2,000 | -99.9% | 21 | -99.9% | 0.00% | -100.0% |
| Q3 2019 | $2,533,000 | -18.0% | 27,652 | -18.0% | 2.18% | -14.0% |
| Q2 2019 | $3,090,000 | -19.7% | 33,727 | -19.9% | 2.54% | -18.6% |
| Q1 2019 | $3,850,000 | +35.7% | 42,099 | +35.9% | 3.11% | +4.8% |
| Q3 2018 | $2,837,000 | -1.4% | 30,977 | -1.4% | 2.97% | +10.1% |
| Q2 2018 | $2,876,000 | +7.0% | 31,428 | +6.9% | 2.70% | -2.0% |
| Q1 2018 | $2,689,000 | – | 29,392 | – | 2.75% | – |
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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% |