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 | $2,138 | +59.8% | 23,279 | +59.7% | 0.45% | +53.8% |
| Q2 2023 | $1,338 | -53.2% | 14,575 | -53.2% | 0.29% | -59.3% |
| Q1 2023 | $2,860 | -2.0% | 31,147 | -2.3% | 0.71% | -7.3% |
| Q4 2022 | $2,917 | -99.9% | 31,884 | +3.4% | 0.77% | -2.4% |
| Q3 2022 | $2,823,000 | -29.3% | 30,822 | -29.4% | 0.79% | -23.7% |
| Q2 2022 | $3,995,000 | +695.8% | 43,659 | +695.4% | 1.03% | +486.4% |
| Q1 2022 | $502,000 | -22.0% | 5,489 | -22.0% | 0.18% | +18.1% |
| Q4 2021 | $644,000 | -29.3% | 7,039 | -29.3% | 0.15% | -36.9% |
| Q3 2021 | $911,000 | +3.2% | 9,962 | +3.2% | 0.24% | +1.7% |
| Q2 2021 | $883,000 | +55.2% | 9,650 | +55.1% | 0.23% | +53.6% |
| Q1 2021 | $569,000 | -9.0% | 6,220 | -8.9% | 0.15% | -20.5% |
| Q4 2020 | $625,000 | +4.3% | 6,829 | +4.3% | 0.19% | -22.8% |
| Q3 2020 | $599,000 | +14875.0% | 6,550 | -86.5% | 0.25% | +8100.0% |
| Q1 2020 | $4,000 | – | 48,688 | – | 0.00% | – |
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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% |