SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 766 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
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 ↓ |
|---|---|---|---|
| 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% |