SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 423 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,723,553 | -50.1% | 18,771 | -50.1% | 1.75% | -48.2% |
| Q2 2023 | $3,455,003 | +0.5% | 37,628 | +0.5% | 3.37% | -3.5% |
| Q1 2023 | $3,436,639 | +17.4% | 37,428 | +16.9% | 3.49% | +12.0% |
| Q4 2022 | $2,928,412 | -0.5% | 32,015 | -0.3% | 3.12% | +9.0% |
| Q3 2022 | $2,942,000 | +16244.4% | 32,122 | +16205.6% | 2.86% | +16741.2% |
| Q2 2022 | $18,000 | 0.0% | 197 | 0.0% | 0.02% | +6.2% |
| Q1 2022 | $18,000 | -94.6% | 197 | -94.7% | 0.02% | -94.5% |
| Q4 2021 | $336,000 | – | 3,696 | – | 0.29% | – |
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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% |