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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,353,442 | -1.7% | 47,413 | -1.7% | 2.03% | -1.2% |
| Q1 2023 | $4,427,358 | +1.6% | 48,218 | +1.2% | 2.05% | +21.8% |
| Q4 2022 | $4,357,833 | +487.3% | 47,642 | +486.8% | 1.69% | +666.8% |
| Q1 2022 | $742,000 | +10.1% | 8,119 | +10.1% | 0.22% | +22.2% |
| Q4 2021 | $674,000 | -2.3% | 7,373 | -2.3% | 0.18% | +19.2% |
| Q3 2021 | $690,000 | -64.1% | 7,546 | -64.1% | 0.15% | -58.6% |
| Q2 2021 | $1,923,000 | +5.9% | 21,020 | +5.9% | 0.36% | +3.4% |
| Q1 2021 | $1,816,000 | +0.6% | 19,851 | +0.6% | 0.35% | +9.6% |
| Q4 2020 | $1,806,000 | – | 19,736 | – | 0.32% | – |
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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% |