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 | $203,736 | +0.3% | 2,219 | +0.3% | 0.10% | +3.1% |
| Q2 2023 | $203,198 | -0.9% | 2,213 | -1.1% | 0.10% | -23.8% |
| Q2 2022 | $205,000 | -8.5% | 2,237 | -8.9% | 0.13% | +1.6% |
| Q1 2022 | $224,000 | -0.9% | 2,455 | -0.7% | 0.12% | +4.2% |
| Q4 2021 | $226,000 | -65.9% | 2,473 | -65.8% | 0.12% | -68.3% |
| Q3 2021 | $662,000 | +2.3% | 7,236 | +2.3% | 0.38% | -0.5% |
| Q2 2021 | $647,000 | -5.1% | 7,073 | -5.2% | 0.38% | -12.5% |
| Q1 2021 | $682,000 | -1.0% | 7,458 | -0.9% | 0.43% | -7.3% |
| Q4 2020 | $689,000 | – | 7,526 | – | 0.46% | – |
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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% |