SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 469 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,834,686 | +26.1% | 107,155 | +26.1% | 5.84% | +21.7% |
| Q1 2024 | $7,797,860 | +236.1% | 84,944 | +234.6% | 4.80% | +189.3% |
| Q4 2023 | $2,320,391 | +10.3% | 25,390 | +10.8% | 1.66% | -2.5% |
| Q3 2023 | $2,104,239 | -61.9% | 22,917 | -61.9% | 1.70% | -59.6% |
| Q2 2023 | $5,521,321 | -43.6% | 60,132 | -43.6% | 4.21% | -43.3% |
| Q1 2023 | $9,787,920 | -14.6% | 106,599 | -14.9% | 7.43% | -7.0% |
| Q4 2022 | $11,463,386 | -42.4% | 125,324 | -42.3% | 7.99% | -45.2% |
| Q3 2022 | $19,905,000 | +21.9% | 217,298 | +21.7% | 14.57% | +30.5% |
| Q2 2022 | $16,332,000 | +29.0% | 178,516 | +28.9% | 11.17% | +35.2% |
| Q1 2022 | $12,661,000 | – | 138,456 | – | 8.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 1,145,181 | $104,773,000 | 96.67% |
| Retireful, LLC | 396,095 | $36,239,000 | 78.68% |
| Forward Management, LLC | 7,050,427 | $645,043,000 | 70.38% |
| Spartan Planning & Wealth Management | 249,002 | $22,781,000 | 30.41% |
| Horizon Investments, LLC | 9,410,567 | $859,561,000 | 27.24% |
| Monument Capital Management | 654,614 | $59,891,000 | 22.59% |
| Tranquilli Financial Advisor LLC | 317,515 | $29,049,000 | 22.26% |
| Elm Partners Management LLC | 1,784,322 | $163,248,000 | 21.28% |
| TLWM | 599,143 | $54,816,000 | 21.00% |
| Synergy Asset Management, LLC | 857,944 | $78,493,000 | 20.81% |