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 | $526,900 | -19.8% | 5,738 | -19.8% | 0.32% | -16.3% |
| Q2 2023 | $657,377 | -0.4% | 7,159 | -0.4% | 0.39% | -12.1% |
| Q1 2023 | $660,139 | -12.4% | 7,189 | -12.7% | 0.44% | -28.6% |
| Q4 2022 | $753,438 | +11.5% | 8,237 | +11.7% | 0.62% | -30.3% |
| Q3 2022 | $676,000 | +3.8% | 7,375 | +3.7% | 0.88% | +3.3% |
| Q2 2022 | $651,000 | 0.0% | 7,115 | 0.0% | 0.85% | +14.6% |
| Q1 2022 | $651,000 | -8.6% | 7,115 | -8.6% | 0.74% | -7.5% |
| Q4 2021 | $712,000 | – | 7,785 | – | 0.80% | – |
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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% |