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 | $1,128,248 | +45.0% | 12,288 | +45.0% | 0.16% | +39.3% |
| Q2 2023 | $777,899 | -17.1% | 8,472 | -17.1% | 0.11% | -25.8% |
| Q1 2023 | $938,251 | +102.4% | 10,216 | +101.5% | 0.15% | +65.9% |
| Q4 2022 | $463,633 | +0.4% | 5,069 | +0.6% | 0.09% | -7.1% |
| Q3 2022 | $462,000 | +0.4% | 5,039 | +0.2% | 0.10% | +1.0% |
| Q2 2022 | $460,000 | +2.7% | 5,030 | +2.7% | 0.10% | +18.3% |
| Q1 2022 | $448,000 | 0.0% | 4,896 | 0.0% | 0.08% | +12.3% |
| Q4 2021 | $448,000 | 0.0% | 4,896 | -0.0% | 0.07% | -9.9% |
| Q3 2021 | $448,000 | 0.0% | 4,898 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $448,000 | 0.0% | 4,898 | +0.0% | 0.08% | -8.0% |
| Q1 2021 | $448,000 | 0.0% | 4,896 | 0.0% | 0.09% | -5.4% |
| Q4 2020 | $448,000 | 0.0% | 4,896 | 0.0% | 0.09% | -25.6% |
| Q3 2020 | $448,000 | -12.5% | 4,896 | -12.5% | 0.12% | +468.2% |
| Q1 2020 | $512,000 | – | 5,593 | – | 0.02% | – |
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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% |