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 | $10,118,623 | -7.4% | 110,201 | -7.4% | 9.67% | -10.0% |
Q2 2023 | $10,930,292 | +3.9% | 119,040 | +3.9% | 10.75% | -7.3% |
Q1 2023 | $10,515,964 | +2.7% | 114,528 | +2.3% | 11.59% | -5.6% |
Q4 2022 | $10,235,449 | +222.7% | 111,900 | +223.2% | 12.29% | +231.2% |
Q3 2022 | $3,172,000 | -43.7% | 34,620 | -43.8% | 3.71% | -31.1% |
Q2 2022 | $5,635,000 | – | 61,590 | – | 5.39% | – |
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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% |