SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 373 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 3.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,567 | -19.5% | 3,557 | -19.5% | 0.06% | -19.4% |
| Q2 2023 | $405,447 | -20.7% | 4,416 | -20.7% | 0.07% | -27.3% |
| Q1 2023 | $511,256 | -59.0% | 5,568 | -59.2% | 0.10% | -62.6% |
| Q4 2022 | $1,247,633 | +4.5% | 13,640 | +4.6% | 0.26% | -7.0% |
| Q3 2022 | $1,194,000 | -45.3% | 13,035 | -45.4% | 0.28% | -45.2% |
| Q2 2022 | $2,183,000 | +499.7% | 23,858 | +498.7% | 0.52% | +612.3% |
| Q1 2022 | $364,000 | +3.7% | 3,985 | +3.7% | 0.07% | +4.3% |
| Q4 2021 | $351,000 | +50.6% | 3,843 | +51.1% | 0.07% | -2.8% |
| Q3 2021 | $233,000 | -33.6% | 2,544 | -33.6% | 0.07% | -30.8% |
| Q2 2021 | $351,000 | -22.9% | 3,832 | -22.9% | 0.10% | -37.3% |
| Q1 2021 | $455,000 | +37.0% | 4,969 | +37.1% | 0.17% | +27.7% |
| Q4 2020 | $332,000 | -4.0% | 3,625 | -4.1% | 0.13% | -28.2% |
| Q3 2020 | $346,000 | -65.4% | 3,781 | -65.4% | 0.18% | -74.0% |
| Q2 2020 | $1,000,000 | -4.0% | 10,927 | -3.9% | 0.70% | -32.4% |
| Q1 2020 | $1,042,000 | – | 11,375 | – | 1.03% | – |
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% |