SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 366 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 3.21 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,149,004 | +12.1% | 709,530 | +12.1% | 1.75% | +13.0% |
| Q2 2023 | $58,110,779 | -0.5% | 632,877 | -0.5% | 1.55% | -4.3% |
| Q1 2023 | $58,394,715 | +6.5% | 635,969 | +6.1% | 1.62% | -3.7% |
| Q4 2022 | $54,845,648 | +12.8% | 599,603 | +12.9% | 1.68% | -2.1% |
| Q3 2022 | $48,642,000 | +49.0% | 531,027 | +48.8% | 1.72% | +53.7% |
| Q2 2022 | $32,652,000 | +239.0% | 356,890 | +238.7% | 1.12% | +293.3% |
| Q1 2022 | $9,633,000 | +9344.1% | 105,359 | +9340.8% | 0.28% | +9366.7% |
| Q2 2021 | $102,000 | -84.6% | 1,116 | -84.6% | 0.00% | -88.9% |
| Q4 2020 | $662,000 | +2.3% | 7,237 | +2.2% | 0.03% | -10.0% |
| Q3 2020 | $647,000 | -31.5% | 7,079 | -31.5% | 0.03% | -42.3% |
| Q2 2020 | $945,000 | +49.8% | 10,332 | +49.9% | 0.05% | +26.8% |
| Q1 2020 | $631,000 | +309.7% | 6,894 | +307.9% | 0.04% | +412.5% |
| Q4 2019 | $154,000 | -1.9% | 1,690 | -0.9% | 0.01% | -20.0% |
| Q3 2019 | $157,000 | 0.0% | 1,705 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $157,000 | – | 1,705 | – | 0.01% | – |
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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% |