SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,196,621 | +261.2% | 34,814 | +261.2% | 1.04% | +267.7% |
| Q2 2023 | $885,053 | +29.0% | 9,639 | +29.0% | 0.28% | +21.0% |
| Q1 2023 | $685,987 | +3.2% | 7,471 | +2.8% | 0.23% | -2.5% |
| Q4 2022 | $664,895 | -49.7% | 7,269 | -49.6% | 0.24% | -54.4% |
| Q3 2022 | $1,322,000 | -17.8% | 14,436 | -17.9% | 0.52% | -15.9% |
| Q2 2022 | $1,608,000 | +213.5% | 17,576 | +213.1% | 0.62% | +248.0% |
| Q1 2022 | $513,000 | -3.4% | 5,614 | -3.5% | 0.18% | -3.2% |
| Q4 2021 | $531,000 | – | 5,817 | – | 0.18% | – |
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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% |