SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 469 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,866,451 | +6.2% | 129,292 | +6.3% | 2.09% | +4.1% |
| Q1 2024 | $11,169,338 | +13.6% | 121,670 | +13.1% | 2.01% | +2.1% |
| Q4 2023 | $9,828,928 | -5.7% | 107,549 | -5.2% | 1.97% | -11.1% |
| Q3 2023 | $10,421,960 | +18.9% | 113,504 | +18.9% | 2.21% | +17.3% |
| Q2 2023 | $8,765,038 | +29.2% | 95,459 | +29.2% | 1.89% | -1.9% |
| Q1 2023 | $6,783,442 | +70.5% | 73,878 | +69.9% | 1.92% | +61.0% |
| Q4 2022 | $3,977,756 | +28312.5% | 43,487 | +28509.9% | 1.20% | +29800.0% |
| Q2 2022 | $14,000 | +27.3% | 152 | +27.7% | 0.00% | +33.3% |
| Q1 2022 | $11,000 | -62.1% | 119 | -62.3% | 0.00% | -57.1% |
| Q4 2021 | $29,000 | +222.2% | 316 | +209.8% | 0.01% | +75.0% |
| Q3 2021 | $9,000 | -50.0% | 102 | -47.7% | 0.00% | -20.0% |
| Q2 2021 | $18,000 | -18.2% | 195 | -17.0% | 0.01% | -28.6% |
| Q1 2021 | $22,000 | -54.2% | 235 | -55.2% | 0.01% | -81.1% |
| Q4 2020 | $48,000 | – | 525 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 1,145,181 | $104,773,000 | 96.67% |
| Retireful, LLC | 396,095 | $36,239,000 | 78.68% |
| Forward Management, LLC | 7,050,427 | $645,043,000 | 70.38% |
| Spartan Planning & Wealth Management | 249,002 | $22,781,000 | 30.41% |
| Horizon Investments, LLC | 9,410,567 | $859,561,000 | 27.24% |
| Monument Capital Management | 654,614 | $59,891,000 | 22.59% |
| Tranquilli Financial Advisor LLC | 317,515 | $29,049,000 | 22.26% |
| Elm Partners Management LLC | 1,784,322 | $163,248,000 | 21.28% |
| TLWM | 599,143 | $54,816,000 | 21.00% |
| Synergy Asset Management, LLC | 857,944 | $78,493,000 | 20.81% |