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 | $7,853,045 | -32.2% | 85,527 | -32.2% | 0.09% | -33.8% |
| Q2 2023 | $11,590,633 | -19.0% | 126,232 | -19.0% | 0.13% | -24.0% |
| Q1 2023 | $14,317,100 | +236.3% | 155,926 | +235.0% | 0.18% | +207.0% |
| Q4 2022 | $4,257,312 | +61.0% | 46,543 | +61.2% | 0.06% | +39.0% |
| Q3 2022 | $2,644,000 | +4.5% | 28,869 | +4.4% | 0.04% | +7.9% |
| Q2 2022 | $2,529,000 | +865.3% | 27,646 | +862.6% | 0.04% | +850.0% |
| Q1 2022 | $262,000 | -29.4% | 2,872 | -29.2% | 0.00% | -33.3% |
| Q3 2020 | $371,000 | +35.9% | 4,059 | +37.1% | 0.01% | -25.0% |
| Q1 2020 | $273,000 | – | 2,960 | – | 0.01% | – |
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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% |