SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 423 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,619,616 | +34.1% | 631,825 | +45.9% | 0.09% | +11.4% |
| Q2 2023 | $42,977,848 | -9.1% | 433,185 | -16.1% | 0.08% | -31.9% |
| Q1 2023 | $47,282,318 | +338.4% | 516,134 | +337.7% | 0.12% | +329.6% |
| Q4 2022 | $10,784,982 | -10.8% | 117,933 | -10.9% | 0.03% | -58.5% |
| Q3 2022 | $12,089,000 | +40.7% | 132,399 | +41.4% | 0.06% | +66.7% |
| Q2 2022 | $8,589,000 | -60.8% | 93,628 | -61.2% | 0.04% | -40.0% |
| Q1 2022 | $21,927,000 | -61.4% | 241,580 | -61.1% | 0.06% | -66.3% |
| Q4 2021 | $56,794,000 | – | 621,095 | – | 0.19% | – |
Download | ||||||
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% |