SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 396 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,983,540 | +3045.4% | 76,090 | +3046.8% | 2.93% | +2319.8% |
| Q3 2023 | $222,021 | 0.0% | 2,418 | 0.0% | 0.12% | +22.2% |
| Q2 2023 | $222,021 | 0.0% | 2,418 | 0.0% | 0.10% | +3.1% |
| Q1 2023 | $222,021 | -21.0% | 2,418 | -21.3% | 0.10% | -24.4% |
| Q4 2022 | $281,179 | -0.3% | 3,074 | 0.0% | 0.13% | -0.8% |
| Q3 2022 | $282,000 | +0.4% | 3,074 | 0.0% | 0.13% | +13.3% |
| Q2 2022 | $281,000 | 0.0% | 3,074 | 0.0% | 0.11% | +11.9% |
| Q1 2022 | $281,000 | -55.5% | 3,074 | -55.4% | 0.10% | -40.9% |
| Q4 2021 | $631,000 | -8.4% | 6,898 | -8.4% | 0.17% | -7.6% |
| Q3 2021 | $689,000 | +7.8% | 7,529 | +7.8% | 0.18% | +26.7% |
| Q2 2021 | $639,000 | -36.5% | 6,983 | -34.6% | 0.15% | -43.8% |
| Q4 2020 | $1,007,000 | +21.6% | 10,675 | +18.0% | 0.26% | -8.1% |
| Q3 2020 | $828,000 | -79.6% | 9,050 | -79.6% | 0.28% | -82.0% |
| Q2 2020 | $4,064,000 | – | 44,400 | – | 1.58% | – |
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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% |