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 | $3,620,618 | +3.5% | 39,464 | +3.4% | 0.04% | +8.6% |
| Q2 2023 | $3,496,708 | -20.0% | 38,167 | -20.0% | 0.04% | -22.2% |
| Q1 2023 | $4,371,086 | +46.5% | 47,718 | +47.4% | 0.04% | +36.4% |
| Q4 2022 | $2,983,799 | +9565.4% | 32,369 | +12643.7% | 0.03% | – |
| Q3 2022 | $30,871 | +5.3% | 254 | 0.0% | 0.00% | – |
| Q2 2022 | $29,318 | +2.7% | 254 | 0.0% | 0.00% | – |
| Q1 2022 | $28,548 | -1.3% | 254 | 0.0% | 0.00% | – |
| Q4 2021 | $28,929 | – | 254 | – | 0.00% | – |
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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% |