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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88,355 | -0.3% | 965 | 0.0% | 0.04% | +8.3% |
| Q2 2023 | $88,606 | 0.0% | 965 | 0.0% | 0.04% | -5.3% |
| Q1 2023 | $88,606 | +0.4% | 965 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $88,269 | +20.9% | 965 | +20.6% | 0.04% | +11.8% |
| Q3 2022 | $73,000 | +23.7% | 800 | +23.1% | 0.03% | +41.7% |
| Q2 2022 | $59,000 | 0.0% | 650 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $59,000 | +103.4% | 650 | +103.1% | 0.02% | +133.3% |
| Q4 2021 | $29,000 | 0.0% | 320 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $29,000 | 0.0% | 320 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $29,000 | +31.8% | 320 | +30.6% | 0.01% | +25.0% |
| Q4 2020 | $22,000 | 0.0% | 245 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $22,000 | 0.0% | 245 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $22,000 | 0.0% | 245 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $22,000 | +214.3% | 245 | +206.2% | 0.01% | +400.0% |
| Q4 2019 | $7,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 80 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $7,000 | – | 80 | – | 0.00% | – |
Download | ||||||
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% |