SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 400 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,946 | -9.9% | 2,635 | -10.2% | 0.02% | -17.9% |
| Q4 2022 | $268,464 | -63.5% | 2,935 | -63.5% | 0.03% | -46.2% |
| Q4 2021 | $736,000 | -3.9% | 8,045 | -3.9% | 0.05% | -17.5% |
| Q3 2021 | $766,000 | -5.3% | 8,373 | -5.3% | 0.06% | -6.0% |
| Q1 2021 | $809,000 | -8.2% | 8,841 | -8.2% | 0.07% | -15.2% |
| Q4 2020 | $881,000 | -26.8% | 9,626 | -26.8% | 0.08% | -37.3% |
| Q3 2020 | $1,204,000 | -89.4% | 13,151 | -89.4% | 0.13% | -89.3% |
| Q2 2020 | $11,370,000 | -12.8% | 124,221 | -12.7% | 1.18% | -24.7% |
| Q1 2020 | $13,033,000 | +3460.9% | 142,236 | +3448.8% | 1.57% | +4796.9% |
| Q4 2019 | $366,000 | – | 4,008 | – | 0.03% | – |
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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% |