SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 822 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 3.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11,714,947 | -28.2% | 127,586 | -28.2% | 0.00% | 0.0% |
| Q1 2023 | $16,309,160 | -18.4% | 177,621 | -18.7% | 0.00% | 0.0% |
| Q4 2022 | $19,978,878 | -32.4% | 218,420 | -32.3% | 0.00% | -50.0% |
| Q3 2022 | $29,544,000 | -39.4% | 322,533 | -39.5% | 0.00% | -33.3% |
| Q2 2022 | $48,744,000 | +21.4% | 532,785 | +21.4% | 0.00% | +50.0% |
| Q1 2022 | $40,139,000 | +20.2% | 439,013 | +20.2% | 0.00% | 0.0% |
| Q4 2021 | $33,395,000 | +13.6% | 365,250 | +13.6% | 0.00% | 0.0% |
| Q3 2021 | $29,397,000 | +69.9% | 321,420 | +69.9% | 0.00% | +100.0% |
| Q2 2021 | $17,301,000 | +10.3% | 189,146 | +10.3% | 0.00% | 0.0% |
| Q1 2021 | $15,691,000 | +99.3% | 171,483 | +99.4% | 0.00% | – |
| Q4 2020 | $7,872,000 | +1971.6% | 86,017 | +1975.7% | 0.00% | – |
| Q1 2020 | $380,000 | -97.0% | 4,144 | -97.0% | 0.00% | -100.0% |
| Q4 2019 | $12,490,000 | -39.5% | 136,603 | -39.4% | 0.00% | -50.0% |
| Q3 2019 | $20,643,000 | +77.1% | 225,386 | +77.1% | 0.00% | +100.0% |
| Q2 2019 | $11,656,000 | -13.8% | 127,233 | -13.8% | 0.00% | 0.0% |
| Q1 2019 | $13,515,000 | -75.0% | 147,544 | -75.0% | 0.00% | -80.0% |
| Q4 2018 | $54,010,000 | +555.2% | 590,532 | +556.1% | 0.01% | +400.0% |
| Q3 2018 | $8,243,000 | -83.3% | 90,012 | -83.3% | 0.00% | -75.0% |
| Q2 2018 | $49,264,000 | +87.7% | 537,931 | +87.6% | 0.00% | +100.0% |
| Q1 2018 | $26,249,000 | +77.8% | 286,720 | +77.5% | 0.00% | +100.0% |
| Q4 2017 | $14,761,000 | – | 161,499 | – | 0.00% | – |
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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% |