SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 423 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $38,701,000 | +323.0% | 422,500 | +322.5% | 20.80% | +343.0% |
| Q2 2022 | $9,149,000 | -49.8% | 100,000 | -49.9% | 4.70% | -55.8% |
| Q1 2022 | $18,243,000 | +5.2% | 199,535 | +5.2% | 10.63% | +23.5% |
| Q4 2021 | $17,347,000 | +4417.4% | 189,735 | +4417.5% | 8.61% | +3902.8% |
| Q3 2021 | $384,000 | 0.0% | 4,200 | 0.0% | 0.22% | +10.3% |
| Q2 2021 | $384,000 | 0.0% | 4,200 | 0.0% | 0.20% | -16.3% |
| Q1 2021 | $384,000 | -97.0% | 4,200 | -97.0% | 0.23% | -97.6% |
| Q1 2020 | $12,662,000 | -12.3% | 138,183 | -12.5% | 9.79% | +1.6% |
| Q4 2019 | $14,446,000 | – | 158,000 | – | 9.63% | – |
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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% |