SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 403 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 6.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,063,547 | +0.5% | 11,588 | +0.6% | 0.05% | -1.9% |
| Q1 2024 | $1,057,812 | -65.3% | 11,523 | -65.5% | 0.05% | -68.3% |
| Q4 2023 | $3,049,685 | -16.0% | 33,370 | -15.6% | 0.16% | -23.7% |
| Q3 2023 | $3,630,012 | +541.4% | 39,534 | +541.4% | 0.22% | +571.9% |
| Q2 2023 | $565,979 | -49.0% | 6,164 | -49.0% | 0.03% | -50.0% |
| Q1 2023 | $1,109,094 | -61.0% | 12,079 | -61.1% | 0.06% | -60.7% |
| Q4 2022 | $2,840,967 | -26.2% | 31,059 | -26.1% | 0.16% | -34.8% |
| Q3 2022 | $3,848,000 | -12.7% | 42,007 | -12.8% | 0.25% | -7.1% |
| Q2 2022 | $4,407,000 | +2348.3% | 48,168 | +2351.3% | 0.27% | +1315.8% |
| Q1 2020 | $180,000 | – | 1,965 | – | 0.02% | – |
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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% |