SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 435 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 3.26 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,778,950 | -14.3% | 30,381 | -14.1% | 0.62% | -19.3% |
| Q3 2022 | $3,240,900 | -11.8% | 35,381 | -11.9% | 0.77% | -2.9% |
| Q2 2022 | $3,672,958 | -9.6% | 40,146 | -9.7% | 0.79% | +4.8% |
| Q1 2022 | $4,064,978 | -22.3% | 44,460 | -22.3% | 0.75% | -18.7% |
| Q4 2021 | $5,230,436 | +0.8% | 57,207 | +0.8% | 0.93% | -2.2% |
| Q3 2021 | $5,190,172 | -26.5% | 56,748 | -26.4% | 0.95% | -26.9% |
| Q2 2021 | $7,057,002 | -13.3% | 77,151 | -13.3% | 1.30% | -21.3% |
| Q1 2021 | $8,140,115 | -8.5% | 88,963 | -8.4% | 1.65% | -18.9% |
| Q4 2020 | $8,893,181 | +59.3% | 97,172 | +59.3% | 2.03% | +36.9% |
| Q3 2020 | $5,582,354 | +18.2% | 60,996 | +18.2% | 1.48% | +9.0% |
| Q2 2020 | $4,723,000 | -3.3% | 51,601 | -3.2% | 1.36% | -12.8% |
| Q1 2020 | $4,883,054 | – | 53,291 | – | 1.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 1,145,181 | $104,773,000 | 96.67% |
| Retireful, LLC | 396,095 | $36,239,000 | 78.68% |
| Forward Management, LLC | 7,050,427 | $645,043,000 | 70.38% |
| Spartan Planning & Wealth Management | 249,002 | $22,781,000 | 30.41% |
| Horizon Investments, LLC | 9,410,567 | $859,561,000 | 27.24% |
| Monument Capital Management | 654,614 | $59,891,000 | 22.59% |
| Tranquilli Financial Advisor LLC | 317,515 | $29,049,000 | 22.26% |
| Elm Partners Management LLC | 1,784,322 | $163,248,000 | 21.28% |
| TLWM | 599,143 | $54,816,000 | 21.00% |
| Synergy Asset Management, LLC | 857,944 | $78,493,000 | 20.81% |