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 | $12,742,528 | +50.7% | 138,777 | +50.7% | 0.15% | +71.1% |
| Q2 2023 | $8,454,916 | -80.8% | 92,081 | -80.8% | 0.09% | -83.5% |
| Q1 2023 | $44,100,994 | +267.3% | 480,298 | +265.9% | 0.54% | +29.2% |
| Q4 2022 | $12,008,096 | +79.8% | 131,279 | +80.0% | 0.42% | +58.9% |
| Q3 2022 | $6,680,000 | -17.7% | 72,922 | -17.9% | 0.26% | -18.7% |
| Q2 2022 | $8,121,000 | +137.1% | 88,767 | +137.0% | 0.33% | +171.7% |
| Q1 2022 | $3,425,000 | +184.2% | 37,458 | +184.5% | 0.12% | +90.5% |
| Q3 2020 | $1,205,000 | -4.2% | 13,168 | -4.2% | 0.06% | -7.4% |
| Q2 2020 | $1,258,000 | -36.6% | 13,748 | -36.5% | 0.07% | -50.0% |
| Q1 2020 | $1,983,000 | -23.8% | 21,637 | -24.0% | 0.14% | -33.7% |
| Q4 2019 | $2,604,000 | – | 28,486 | – | 0.20% | – |
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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% |