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 | $24,674,972 | +12.8% | 268,732 | +12.5% | 5.58% | +18.5% |
| Q2 2023 | $21,881,061 | +31.4% | 238,798 | +31.7% | 4.71% | +23.1% |
| Q1 2023 | $16,654,495 | +56.2% | 181,382 | +55.6% | 3.82% | +55.4% |
| Q4 2022 | $10,665,332 | +83.4% | 116,561 | +83.6% | 2.46% | +62.1% |
| Q3 2022 | $5,815,000 | +11.4% | 63,479 | +11.3% | 1.52% | +19.0% |
| Q2 2022 | $5,218,000 | -0.5% | 57,033 | -0.5% | 1.28% | +15.1% |
| Q1 2022 | $5,242,000 | -55.4% | 57,333 | -55.4% | 1.11% | -50.7% |
| Q4 2021 | $11,766,000 | – | 128,685 | – | 2.25% | – |
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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% |