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 | $13,465 | +35.4% | 146,645 | +35.4% | 2.12% | +42.2% |
| Q2 2023 | $9,942 | +24.4% | 108,280 | +24.5% | 1.49% | +19.3% |
| Q1 2023 | $7,989 | +61.5% | 87,004 | +60.9% | 1.25% | +52.9% |
| Q4 2022 | $4,946 | -98.1% | 54,076 | +1817.6% | 0.82% | +1606.2% |
| Q3 2022 | $258,000 | -18.4% | 2,820 | -18.4% | 0.05% | -15.8% |
| Q2 2022 | $316,000 | -17.5% | 3,455 | -17.5% | 0.06% | -16.2% |
| Q1 2022 | $383,000 | -94.4% | 4,190 | -94.4% | 0.07% | -94.8% |
| Q4 2021 | $6,858,000 | +36.7% | 75,010 | +36.8% | 1.31% | +24.5% |
| Q3 2021 | $5,015,000 | +131.0% | 54,834 | +131.1% | 1.05% | +124.6% |
| Q2 2021 | $2,171,000 | -55.9% | 23,732 | -55.9% | 0.47% | -59.8% |
| Q1 2021 | $4,925,000 | -42.5% | 53,824 | -42.4% | 1.16% | -44.5% |
| Q4 2020 | $8,559,000 | -14.9% | 93,518 | -14.9% | 2.10% | -21.6% |
| Q3 2020 | $10,059,000 | -63.4% | 109,911 | -63.4% | 2.67% | -66.2% |
| Q2 2020 | $27,456,000 | +70.9% | 299,971 | +71.1% | 7.90% | +57.0% |
| Q1 2020 | $16,069,000 | – | 175,365 | – | 5.03% | – |
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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% |