SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $904,674 | -25.0% | 9,853 | -25.0% | 0.15% | +17.3% |
| Q2 2023 | $1,205,946 | +40.2% | 13,134 | +40.2% | 0.13% | +30.9% |
| Q1 2023 | $860,458 | -74.4% | 9,371 | -74.5% | 0.10% | -76.5% |
| Q4 2022 | $3,355,459 | +21.0% | 36,684 | +21.2% | 0.41% | +9.3% |
| Q3 2022 | $2,773,000 | +809.2% | 30,271 | +806.3% | 0.38% | +1045.5% |
| Q4 2021 | $305,000 | +20.6% | 3,340 | +20.9% | 0.03% | 0.0% |
| Q3 2021 | $253,000 | -75.5% | 2,763 | -75.5% | 0.03% | -89.7% |
| Q4 2020 | $1,032,000 | – | 11,271 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 981,076 | $90,082,436 | 57.40% |
| WIN ADVISORS, INC | 340,644 | $38,403,032 | 51.34% |
| Dean, Jacobson Financial Services, LLC | 448,459 | $41,177,551 | 37.28% |
| RIA Advisory Group LLC | 752,905 | $69,128,160 | 29.74% |
| VitalStone Financial, LLC | 575,190 | $52,826 | 29.50% |
| St. Louis Financial Planners Asset Management, LLC | 257,206 | $23,616,645 | 23.66% |
| Vigilare Wealth Management | 443,999 | $40,768,006 | 23.52% |
| PVG ASSET MANAGEMENT CORP | 58,974 | $5,414,992 | 23.36% |
| Cypress Capital, LLC | 795,373 | $73,031,149 | 21.98% |
| Fortis Group Advisors, LLC | 817,717 | $75,082,734 | 19.93% |