SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,919,295 | -20.2% | 20,903 | -20.2% | 0.10% | -19.3% |
| Q2 2023 | $2,404,926 | +10.6% | 26,192 | +10.6% | 0.12% | 0.0% |
| Q1 2023 | $2,174,275 | -23.6% | 23,680 | -23.9% | 0.12% | -31.6% |
| Q4 2022 | $2,845,689 | +351.7% | 31,111 | +351.9% | 0.17% | +304.7% |
| Q3 2022 | $630,000 | 0.0% | 6,884 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $630,000 | +20900.0% | 6,884 | +20147.1% | 0.04% | – |
| Q4 2021 | $3,000 | -99.1% | 34 | -99.1% | 0.00% | -100.0% |
| Q3 2021 | $337,000 | +3.4% | 3,690 | +3.7% | 0.01% | +10.0% |
| Q2 2021 | $326,000 | +9.8% | 3,559 | +9.5% | 0.01% | -9.1% |
| Q1 2021 | $297,000 | – | 3,249 | – | 0.01% | – |
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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% |