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 | $355,527 | 0.0% | 3,872 | 0.0% | 0.10% | +2.2% |
| Q2 2023 | $355,527 | 0.0% | 3,872 | 0.0% | 0.09% | -4.1% |
| Q1 2023 | $355,527 | -9.0% | 3,872 | -9.4% | 0.10% | -13.4% |
| Q4 2022 | $390,760 | -0.1% | 4,272 | 0.0% | 0.11% | -6.7% |
| Q3 2022 | $391,000 | -76.5% | 4,272 | -76.5% | 0.12% | -78.5% |
| Q2 2022 | $1,666,000 | -40.7% | 18,208 | -40.7% | 0.56% | -33.5% |
| Q1 2022 | $2,808,000 | -0.6% | 30,709 | -0.7% | 0.84% | -0.1% |
| Q4 2021 | $2,826,000 | +3.6% | 30,914 | +3.7% | 0.84% | -1.3% |
| Q3 2021 | $2,727,000 | -2.4% | 29,821 | -2.3% | 0.85% | -3.5% |
| Q2 2021 | $2,793,000 | -2.6% | 30,538 | -2.6% | 0.88% | -9.1% |
| Q1 2021 | $2,869,000 | +4.3% | 31,357 | +4.3% | 0.97% | -2.0% |
| Q4 2020 | $2,751,000 | +26.3% | 30,057 | +26.3% | 0.99% | +17.3% |
| Q3 2020 | $2,178,000 | – | 23,794 | – | 0.84% | – |
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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% |