SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 432 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 3.26 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $717,000 | -21.8% | 7,832 | -21.8% | 0.80% | -27.4% |
| Q4 2020 | $917,000 | -38.2% | 10,021 | -38.2% | 1.10% | -47.0% |
| Q3 2020 | $1,485,000 | -13.1% | 16,224 | -13.1% | 2.07% | -9.0% |
| Q2 2020 | $1,709,000 | -15.4% | 18,675 | -15.3% | 2.27% | -17.1% |
| Q1 2020 | $2,020,000 | -9.6% | 22,042 | -9.8% | 2.74% | +28.3% |
| Q4 2019 | $2,234,000 | -7.8% | 24,437 | -7.6% | 2.14% | -7.6% |
| Q3 2019 | $2,422,000 | -30.0% | 26,446 | -30.0% | 2.31% | -24.5% |
| Q2 2019 | $3,462,000 | -4.6% | 37,792 | -4.6% | 3.06% | -1.3% |
| Q1 2019 | $3,628,000 | -32.5% | 39,604 | -32.6% | 3.10% | -32.6% |
| Q4 2018 | $5,375,000 | -14.2% | 58,769 | -14.0% | 4.60% | -2.4% |
| Q3 2018 | $6,262,000 | +8.5% | 68,373 | +8.5% | 4.71% | +10.8% |
| Q2 2018 | $5,773,000 | – | 63,037 | – | 4.25% | – |
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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% |