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 | $7,462,304 | +170.8% | 81,271 | +170.8% | 1.81% | +191.6% |
| Q2 2023 | $2,755,702 | +319.7% | 30,012 | +319.7% | 0.62% | +292.4% |
| Q1 2023 | $656,513 | -92.3% | 7,150 | -92.4% | 0.16% | -92.5% |
| Q4 2022 | $8,569,815 | -32.3% | 93,690 | -32.2% | 2.10% | -36.3% |
| Q3 2022 | $12,666,000 | +51.6% | 138,277 | +51.4% | 3.30% | +115.1% |
| Q2 2022 | $8,354,000 | +6277.1% | 91,312 | +6298.9% | 1.53% | +5577.8% |
| Q1 2021 | $131,000 | -3.7% | 1,427 | -4.1% | 0.03% | -12.9% |
| Q4 2020 | $136,000 | -86.2% | 1,488 | -86.2% | 0.03% | -87.7% |
| Q3 2020 | $984,000 | +3.7% | 10,753 | +3.7% | 0.25% | -29.7% |
| Q2 2020 | $949,000 | -18.9% | 10,371 | -18.8% | 0.36% | -30.0% |
| Q1 2020 | $1,170,000 | +140.2% | 12,770 | +139.7% | 0.51% | +166.3% |
| Q4 2019 | $487,000 | – | 5,328 | – | 0.19% | – |
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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% |