SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 403 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 6.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,466,949 | -28.1% | 26,879 | -28.1% | 0.32% | -34.4% |
| Q1 2024 | $3,429,995 | -39.0% | 37,364 | -39.2% | 0.49% | -49.9% |
| Q4 2023 | $5,620,748 | +25.0% | 61,503 | +25.6% | 0.98% | +9.8% |
| Q3 2023 | $4,495,878 | +134.7% | 48,964 | +134.7% | 0.89% | +134.6% |
| Q2 2023 | $1,915,225 | -77.1% | 20,858 | -77.1% | 0.38% | -78.7% |
| Q1 2023 | $8,369,577 | -27.3% | 91,152 | -27.6% | 1.78% | -29.3% |
| Q4 2022 | $11,511,043 | +51.6% | 125,845 | +51.8% | 2.52% | +45.1% |
| Q3 2022 | $7,595,000 | -39.1% | 82,920 | -39.2% | 1.74% | -38.6% |
| Q2 2022 | $12,472,000 | +6043.8% | 136,320 | +6051.6% | 2.83% | +4772.4% |
| Q1 2021 | $203,000 | -24.0% | 2,216 | -24.0% | 0.06% | -34.1% |
| Q4 2020 | $267,000 | -94.5% | 2,914 | -94.5% | 0.09% | -96.4% |
| Q1 2020 | $4,823,000 | +21.3% | 52,634 | +21.0% | 2.46% | +14.7% |
| Q4 2017 | $3,977,000 | – | 43,508 | – | 2.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 1,145,181 | $104,773,000 | 96.67% |
| Retireful, LLC | 396,095 | $36,239,000 | 78.68% |
| Forward Management, LLC | 7,050,427 | $645,043,000 | 70.38% |
| Spartan Planning & Wealth Management | 249,002 | $22,781,000 | 30.41% |
| Horizon Investments, LLC | 9,410,567 | $859,561,000 | 27.24% |
| Monument Capital Management | 654,614 | $59,891,000 | 22.59% |
| Tranquilli Financial Advisor LLC | 317,515 | $29,049,000 | 22.26% |
| Elm Partners Management LLC | 1,784,322 | $163,248,000 | 21.28% |
| TLWM | 599,143 | $54,816,000 | 21.00% |
| Synergy Asset Management, LLC | 857,944 | $78,493,000 | 20.81% |