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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $405,187 | -12.9% | 4,413 | -12.9% | 0.11% | -17.8% |
| Q1 2023 | $465,214 | -7.3% | 5,067 | -7.7% | 0.14% | -17.2% |
| Q4 2022 | $502,060 | -0.6% | 5,489 | -0.4% | 0.16% | -10.9% |
| Q3 2022 | $505,000 | -1.8% | 5,510 | -1.9% | 0.18% | -4.2% |
| Q2 2022 | $514,000 | -6.0% | 5,614 | -6.2% | 0.19% | +7.3% |
| Q1 2022 | $547,000 | -9.7% | 5,986 | -9.7% | 0.18% | -7.3% |
| Q4 2021 | $606,000 | -10.9% | 6,629 | -10.8% | 0.19% | -17.6% |
| Q3 2021 | $680,000 | -1.2% | 7,431 | -1.2% | 0.23% | -7.5% |
| Q2 2021 | $688,000 | +9.0% | 7,520 | +9.0% | 0.25% | -6.7% |
| Q1 2021 | $631,000 | +3.3% | 6,899 | +3.3% | 0.27% | -4.6% |
| Q4 2020 | $611,000 | +23.7% | 6,681 | +23.9% | 0.28% | +8.4% |
| Q3 2020 | $494,000 | +1.4% | 5,393 | +1.4% | 0.26% | -8.1% |
| Q2 2020 | $487,000 | -63.4% | 5,321 | -63.4% | 0.28% | -75.9% |
| Q1 2020 | $1,332,000 | +260.0% | 14,537 | +258.9% | 1.18% | +169.4% |
| Q4 2019 | $370,000 | -19.6% | 4,050 | -19.3% | 0.44% | -32.2% |
| Q3 2019 | $460,000 | 0.0% | 5,020 | 0.0% | 0.65% | 0.0% |
| Q2 2019 | $460,000 | – | 5,020 | – | 0.65% | – |
Download | ||||||
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% |