SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 398 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,445,143 | +44.2% | 26,630 | +44.2% | 0.32% | +49.3% |
| Q2 2023 | $1,695,272 | -27.6% | 18,463 | -27.6% | 0.22% | -31.3% |
| Q1 2023 | $2,342,118 | -66.2% | 25,508 | -66.4% | 0.31% | -70.0% |
| Q4 2022 | $6,937,202 | -7.9% | 75,841 | -7.7% | 1.04% | -19.6% |
| Q3 2022 | $7,529,000 | +142.7% | 82,190 | +142.4% | 1.30% | +155.5% |
| Q2 2022 | $3,102,000 | +19.7% | 33,906 | +19.6% | 0.51% | +11.2% |
| Q1 2022 | $2,592,000 | +63.0% | 28,351 | +63.0% | 0.46% | +60.4% |
| Q4 2021 | $1,590,000 | +9.7% | 17,390 | +9.7% | 0.28% | -5.6% |
| Q3 2021 | $1,450,000 | -4.4% | 15,859 | -4.3% | 0.30% | -9.9% |
| Q2 2021 | $1,516,000 | -60.3% | 16,576 | -60.2% | 0.34% | -65.1% |
| Q1 2021 | $3,815,000 | -3.0% | 41,698 | -3.0% | 0.96% | -84.2% |
| Q4 2020 | $3,933,000 | -27.4% | 42,978 | -27.4% | 6.08% | +211.9% |
| Q3 2020 | $5,417,000 | +14.0% | 59,194 | +14.0% | 1.95% | -79.6% |
| Q2 2020 | $4,752,000 | -4.0% | 51,913 | -3.9% | 9.56% | +297.4% |
| Q1 2020 | $4,951,000 | +108.6% | 54,030 | +108.0% | 2.41% | +156.3% |
| Q4 2019 | $2,374,000 | +61.8% | 25,970 | +61.9% | 0.94% | +55.0% |
| Q3 2019 | $1,467,000 | +88.1% | 16,043 | +88.5% | 0.61% | +78.8% |
| Q2 2019 | $780,000 | +98.5% | 8,513 | +98.3% | 0.34% | +73.0% |
| Q4 2018 | $393,000 | – | 4,292 | – | 0.20% | – |
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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% |