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 2023 | $10,530,124 | +16.1% | 114,682 | +16.1% | 0.97% | +12.4% |
| Q2 2023 | $9,068,528 | +20.5% | 98,764 | +20.5% | 0.86% | +11.5% |
| Q1 2023 | $7,527,771 | +512.2% | 81,984 | +509.8% | 0.78% | +445.8% |
| Q4 2022 | $1,229,723 | -3.5% | 13,444 | -3.3% | 0.14% | -7.2% |
| Q3 2022 | $1,274,000 | -55.2% | 13,908 | -55.2% | 0.15% | -56.3% |
| Q2 2022 | $2,843,000 | +296.0% | 31,073 | +295.5% | 0.35% | +321.7% |
| Q1 2022 | $718,000 | +62.4% | 7,857 | +62.6% | 0.08% | +48.2% |
| Q4 2021 | $442,000 | +689.3% | 4,833 | +691.0% | 0.06% | +522.2% |
| Q2 2021 | $56,000 | -81.6% | 611 | -81.7% | 0.01% | -88.3% |
| Q4 2020 | $305,000 | -11.6% | 3,336 | -11.4% | 0.08% | -28.0% |
| Q3 2020 | $345,000 | -53.7% | 3,766 | -53.7% | 0.11% | -59.3% |
| Q2 2020 | $745,000 | +177.0% | 8,141 | +177.5% | 0.26% | +67.5% |
| Q1 2020 | $269,000 | +2888.9% | 2,934 | +2805.0% | 0.16% | +2142.9% |
| Q3 2019 | $9,000 | – | 101 | – | 0.01% | – |
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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% |