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 | $805,721 | 0.0% | 8,775 | 0.0% | 0.03% | +3.4% |
| Q2 2023 | $805,721 | 0.0% | 8,775 | 0.0% | 0.03% | -9.4% |
| Q1 2023 | $805,721 | -23.7% | 8,775 | -23.9% | 0.03% | -23.8% |
| Q4 2022 | $1,055,381 | -16.3% | 11,538 | -16.2% | 0.04% | -23.6% |
| Q3 2022 | $1,261,000 | -11.2% | 13,768 | -11.3% | 0.06% | -9.8% |
| Q2 2022 | $1,420,000 | -13.8% | 15,521 | -13.9% | 0.06% | -3.2% |
| Q1 2022 | $1,648,000 | +0.6% | 18,024 | +0.6% | 0.06% | +5.0% |
| Q4 2021 | $1,638,000 | +10.1% | 17,917 | +10.1% | 0.06% | -1.6% |
| Q3 2021 | $1,488,000 | +51.2% | 16,267 | +51.3% | 0.06% | +15.1% |
| Q2 2020 | $984,000 | -53.0% | 10,752 | -53.0% | 0.05% | -60.7% |
| Q1 2020 | $2,094,000 | -88.4% | 22,857 | -88.4% | 0.14% | -86.3% |
| Q4 2019 | $18,005,000 | – | 196,929 | – | 0.99% | – |
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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% |