SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 498 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.9%.
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% | – |
Download | ||||||
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% |