SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 568 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,795,169 | +118.3% | 30,443 | +118.3% | 0.29% | +125.4% |
| Q2 2023 | $1,280,613 | -6.5% | 13,947 | -6.9% | 0.13% | +113.1% |
| Q4 2022 | $1,370,313 | +311.5% | 14,981 | +312.0% | 0.06% | +205.0% |
| Q3 2022 | $333,000 | +4657.1% | 3,636 | +4334.1% | 0.02% | +1900.0% |
| Q2 2022 | $7,000 | -94.0% | 82 | -93.6% | 0.00% | -85.7% |
| Q1 2022 | $116,000 | +1060.0% | 1,274 | +1027.4% | 0.01% | +600.0% |
| Q4 2021 | $10,000 | -52.4% | 113 | -50.4% | 0.00% | -50.0% |
| Q1 2021 | $21,000 | -40.0% | 228 | -40.8% | 0.00% | -33.3% |
| Q4 2020 | $35,000 | – | 385 | – | 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% |