SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 423 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $452,230 | +1.8% | 4,925 | +1.8% | 0.41% | -0.2% |
| Q2 2023 | $444,443 | +0.7% | 4,840 | -0.0% | 0.41% | -8.1% |
| Q1 2023 | $441,255 | -10.9% | 4,842 | -10.6% | 0.44% | -18.7% |
| Q4 2022 | $495,258 | -1.1% | 5,414 | -1.0% | 0.54% | -10.4% |
| Q3 2022 | $501,000 | -0.4% | 5,469 | -0.4% | 0.61% | +0.3% |
| Q2 2022 | $503,000 | +0.8% | 5,493 | +0.6% | 0.61% | +15.4% |
| Q1 2022 | $499,000 | -22.0% | 5,461 | -22.0% | 0.52% | -18.9% |
| Q4 2021 | $640,000 | – | 7,004 | – | 0.65% | – |
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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% |