SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 378 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $255,388 | +0.1% | 2,782 | 0.0% | 0.04% | -2.5% |
| Q4 2023 | $255,109 | +0.8% | 2,782 | +1.0% | 0.04% | -16.7% |
| Q3 2023 | $252,964 | -22.4% | 2,755 | -22.4% | 0.05% | -21.3% |
| Q2 2023 | $325,777 | -4.0% | 3,548 | -4.0% | 0.06% | -9.0% |
| Q1 2023 | $339,367 | -91.5% | 3,696 | -91.5% | 0.07% | -91.5% |
| Q4 2022 | $3,982,948 | -2.5% | 43,525 | -2.7% | 0.79% | -8.2% |
| Q3 2022 | $4,087,000 | -0.4% | 44,716 | -0.4% | 0.86% | +1.1% |
| Q2 2022 | $4,103,000 | +1355.0% | 44,881 | +1355.8% | 0.85% | +1538.5% |
| Q1 2022 | $282,000 | -10.5% | 3,083 | -10.6% | 0.05% | -11.9% |
| Q4 2021 | $315,000 | 0.0% | 3,450 | 0.0% | 0.06% | +20.4% |
| Q3 2021 | $315,000 | -37.1% | 3,450 | -37.0% | 0.05% | -40.2% |
| Q2 2021 | $501,000 | -13.0% | 5,478 | -13.0% | 0.08% | -20.4% |
| Q1 2021 | $576,000 | -3.4% | 6,300 | -3.2% | 0.10% | -6.4% |
| Q4 2020 | $596,000 | +23.9% | 6,509 | +24.0% | 0.11% | +12.2% |
| Q3 2020 | $481,000 | – | 5,250 | – | 0.10% | – |
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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% |