SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,455 | -57.0% | 15,848 | -57.0% | 0.15% | -57.1% |
| Q2 2023 | $3,381 | -37.1% | 36,821 | -37.1% | 0.34% | -39.8% |
| Q1 2023 | $5,373 | -99.9% | 58,521 | -0.9% | 0.57% | +2.3% |
| Q1 2022 | $5,399,000 | +116.0% | 59,051 | +116.2% | 0.56% | +107.8% |
| Q2 2021 | $2,499,000 | -8.9% | 27,315 | -8.9% | 0.27% | -12.1% |
| Q1 2021 | $2,744,000 | +13.9% | 29,988 | +13.9% | 0.30% | -1.0% |
| Q4 2020 | $2,409,000 | -29.8% | 26,317 | -29.8% | 0.31% | -36.1% |
| Q3 2020 | $3,433,000 | -63.7% | 37,515 | -63.6% | 0.48% | -67.7% |
| Q2 2020 | $9,445,000 | -23.2% | 103,189 | -23.1% | 1.49% | -34.2% |
| Q1 2020 | $12,300,000 | -63.5% | 134,234 | -63.6% | 2.27% | -50.0% |
| Q4 2019 | $33,737,000 | -14.6% | 368,991 | -14.4% | 4.54% | -17.3% |
| Q3 2019 | $39,489,000 | +89.1% | 431,145 | +89.2% | 5.49% | +80.8% |
| Q2 2019 | $20,881,000 | +27.3% | 227,932 | +27.3% | 3.04% | +25.7% |
| Q1 2019 | $16,401,000 | +9.3% | 179,046 | +9.1% | 2.42% | +5.3% |
| Q4 2018 | $15,003,000 | -24.7% | 164,042 | -24.6% | 2.29% | -20.1% |
| Q3 2018 | $19,925,000 | -21.8% | 217,578 | -21.8% | 2.87% | -16.3% |
| Q2 2018 | $25,473,000 | +19.2% | 278,155 | +19.2% | 3.43% | +17.2% |
| Q1 2018 | $21,368,000 | +10.5% | 233,398 | +10.3% | 2.93% | +4.2% |
| Q4 2017 | $19,337,000 | – | 211,568 | – | 2.81% | – |
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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% |