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 | $59,654,344 | +32.6% | 649,689 | +32.6% | 2.03% | -37.6% |
| Q2 2023 | $44,997,622 | -1.0% | 490,063 | -1.0% | 3.26% | -5.3% |
| Q1 2023 | $45,456,967 | +410.1% | 495,066 | +408.2% | 3.44% | +368.0% |
| Q4 2022 | $8,911,284 | -9.9% | 97,423 | -9.7% | 0.74% | -21.5% |
| Q3 2022 | $9,887,000 | +89.5% | 107,942 | +89.3% | 0.94% | +95.0% |
| Q2 2022 | $5,217,000 | -41.4% | 57,029 | -41.5% | 0.48% | -31.0% |
| Q1 2022 | $8,909,000 | -20.1% | 97,440 | -20.1% | 0.70% | -14.5% |
| Q4 2021 | $11,155,000 | – | 122,001 | – | 0.81% | – |
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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% |