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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,007,633 | +23.8% | 10,974 | +23.8% | 0.22% | +39.6% |
| Q1 2023 | $813,801 | -91.3% | 8,863 | -91.4% | 0.15% | -91.9% |
| Q4 2022 | $9,392,570 | -20.1% | 102,685 | -20.0% | 1.91% | -23.5% |
| Q3 2022 | $11,751,000 | +4.5% | 128,287 | +4.3% | 2.49% | +4.1% |
| Q2 2022 | $11,248,000 | -23.1% | 122,949 | -23.2% | 2.40% | -10.0% |
| Q1 2022 | $14,633,000 | +91.9% | 160,054 | +91.9% | 2.66% | +75.9% |
| Q4 2021 | $7,625,000 | – | 83,408 | – | 1.51% | – |
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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% |