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 | $7,627,523 | +154.9% | 83,070 | +154.9% | 3.27% | +167.2% |
| Q2 2023 | $2,992,597 | -34.9% | 32,592 | -35.2% | 1.22% | -39.6% |
| Q1 2023 | $4,596,750 | -2.4% | 50,265 | -2.3% | 2.03% | +4.1% |
| Q4 2022 | $4,709,474 | -38.2% | 51,447 | -38.1% | 1.95% | -46.8% |
| Q3 2022 | $7,617,000 | +78.8% | 83,150 | +78.4% | 3.66% | +117.3% |
| Q2 2022 | $4,261,000 | -66.6% | 46,602 | -66.6% | 1.68% | -71.4% |
| Q1 2022 | $12,748,000 | -10.9% | 139,416 | -10.9% | 5.90% | -5.7% |
| Q4 2021 | $14,304,000 | +4234.5% | 156,487 | +4240.8% | 6.26% | +4155.8% |
| Q3 2021 | $330,000 | -76.3% | 3,605 | -76.3% | 0.15% | -76.3% |
| Q2 2021 | $1,391,000 | -86.8% | 15,204 | -86.8% | 0.62% | -87.7% |
| Q1 2021 | $10,559,000 | -60.4% | 115,404 | -60.4% | 5.06% | -62.4% |
| Q4 2020 | $26,677,000 | -72.2% | 291,487 | -72.2% | 13.45% | -67.5% |
| Q3 2020 | $95,964,000 | -4.7% | 1,048,557 | -4.7% | 41.42% | +1.6% |
| Q2 2020 | $100,676,000 | +6876.9% | 1,099,922 | +6883.2% | 40.77% | +5931.5% |
| Q1 2020 | $1,443,000 | -98.3% | 15,751 | -98.3% | 0.68% | -98.0% |
| Q4 2019 | $83,280,000 | +19088.9% | 910,855 | +19096.1% | 34.58% | +28957.1% |
| Q3 2019 | $434,000 | -54.6% | 4,745 | -54.5% | 0.12% | -56.6% |
| Q2 2019 | $955,000 | -98.6% | 10,428 | -98.6% | 0.27% | -98.6% |
| Q1 2019 | $67,977,000 | +550.9% | 742,112 | +549.9% | 19.10% | +464.8% |
| Q4 2018 | $10,444,000 | – | 114,191 | – | 3.38% | – |
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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% |