SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 668 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,137,421 | -17.2% | 34,300 | -17.1% | 0.00% | 0.0% |
| Q1 2021 | $3,788,000 | -30.8% | 41,400 | -30.8% | 0.00% | -25.0% |
| Q4 2020 | $5,473,000 | +4.7% | 59,800 | +4.7% | 0.00% | -20.0% |
| Q3 2020 | $5,226,000 | -57.6% | 57,100 | -57.6% | 0.01% | -58.3% |
| Q2 2020 | $12,329,000 | +29.5% | 134,700 | +29.6% | 0.01% | +9.1% |
| Q1 2020 | $9,520,000 | – | 103,900 | – | 0.01% | – |
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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% |