SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 398 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $784,877 | +116178.1% | 8,548 | +16.1% | 0.02% | +15.0% |
| Q2 2023 | $675 | +29.8% | 7,360 | +29.8% | 0.02% | +25.0% |
| Q1 2023 | $520 | +9.9% | 5,672 | +9.7% | 0.02% | 0.0% |
| Q4 2022 | $473 | -99.9% | 5,170 | -0.2% | 0.02% | -11.1% |
| Q3 2022 | $474,000 | 0.0% | 5,178 | -0.1% | 0.02% | +5.9% |
| Q2 2022 | $474,000 | 0.0% | 5,184 | -0.0% | 0.02% | +13.3% |
| Q1 2022 | $474,000 | -11.1% | 5,185 | -11.0% | 0.02% | -6.2% |
| Q4 2021 | $533,000 | -42.7% | 5,828 | -42.7% | 0.02% | -48.4% |
| Q3 2021 | $930,000 | +109.5% | 10,165 | +109.6% | 0.03% | +106.7% |
| Q2 2021 | $444,000 | +11.0% | 4,850 | +10.9% | 0.02% | +7.1% |
| Q1 2021 | $400,000 | +2.6% | 4,374 | +2.6% | 0.01% | -6.7% |
| Q4 2020 | $390,000 | -20.4% | 4,264 | -20.4% | 0.02% | -28.6% |
| Q3 2020 | $490,000 | -16.0% | 5,354 | -16.1% | 0.02% | -25.0% |
| Q2 2020 | $583,000 | +27.0% | 6,378 | +27.3% | 0.03% | +3.7% |
| Q1 2020 | $459,000 | +31.1% | 5,010 | +30.8% | 0.03% | +58.8% |
| Q4 2019 | $350,000 | +43.4% | 3,829 | +43.2% | 0.02% | +30.8% |
| Q3 2019 | $244,000 | -0.4% | 2,674 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $245,000 | +17.2% | 2,674 | +17.6% | 0.01% | +8.3% |
| Q1 2019 | $209,000 | -25.4% | 2,274 | -25.7% | 0.01% | -33.3% |
| Q4 2018 | $280,000 | – | 3,059 | – | 0.02% | – |
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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% |