SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 400 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,968,835 | -46.0% | 239,260 | -46.0% | 6.82% | -45.6% |
| Q2 2023 | $40,660,393 | -16.8% | 442,827 | -16.8% | 12.55% | -21.9% |
| Q1 2023 | $48,864,216 | -10.5% | 532,174 | -10.6% | 16.08% | -13.7% |
| Q4 2022 | $54,578,142 | +11.6% | 595,571 | +11.6% | 18.62% | +1.6% |
| Q3 2022 | $48,902,200 | +18.8% | 533,867 | +18.6% | 18.33% | +17.5% |
| Q2 2022 | $41,173,187 | +77.9% | 450,029 | +77.8% | 15.60% | +78.5% |
| Q1 2022 | $23,148,156 | +585.5% | 253,179 | +585.8% | 8.74% | +428.0% |
| Q2 2021 | $3,376,890 | +38.4% | 36,918 | +38.4% | 1.66% | +20.9% |
| Q1 2021 | $2,440,671 | – | 26,674 | – | 1.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 981,076 | $90,082,436 | 57.40% |
| WIN ADVISORS, INC | 340,644 | $38,403,032 | 51.34% |
| Dean, Jacobson Financial Services, LLC | 448,459 | $41,177,551 | 37.28% |
| RIA Advisory Group LLC | 752,905 | $69,128,160 | 29.74% |
| VitalStone Financial, LLC | 575,190 | $52,826 | 29.50% |
| St. Louis Financial Planners Asset Management, LLC | 257,206 | $23,616,645 | 23.66% |
| Vigilare Wealth Management | 443,999 | $40,768,006 | 23.52% |
| PVG ASSET MANAGEMENT CORP | 58,974 | $5,414,992 | 23.36% |
| Cypress Capital, LLC | 795,373 | $73,031,149 | 21.98% |
| Fortis Group Advisors, LLC | 817,717 | $75,082,734 | 19.93% |