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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $315,000 | -93.4% | 3,439 | -93.4% | 0.05% | -94.1% |
| Q4 2020 | $4,767,000 | -25.1% | 52,092 | -25.1% | 0.85% | -33.8% |
| Q3 2020 | $6,364,000 | -1.7% | 69,541 | -1.6% | 1.29% | -8.0% |
| Q2 2020 | $6,471,000 | +4.9% | 70,693 | +5.0% | 1.40% | -15.2% |
| Q1 2020 | $6,169,000 | +11.8% | 67,320 | +11.6% | 1.65% | +36.3% |
| Q4 2019 | $5,516,000 | +4.9% | 60,334 | +5.1% | 1.21% | -4.1% |
| Q3 2019 | $5,256,000 | +4.3% | 57,387 | +4.4% | 1.26% | +4.0% |
| Q2 2019 | $5,038,000 | +5.2% | 54,990 | +5.2% | 1.21% | +2.1% |
| Q1 2019 | $4,790,000 | +100.5% | 52,289 | +100.2% | 1.19% | +81.7% |
| Q4 2018 | $2,389,000 | -38.7% | 26,119 | -38.6% | 0.65% | -34.3% |
| Q3 2018 | $3,897,000 | +68.3% | 42,556 | +68.3% | 1.00% | +57.3% |
| Q2 2018 | $2,315,000 | +14.3% | 25,280 | +14.3% | 0.63% | +6.2% |
| Q1 2018 | $2,025,000 | -56.2% | 22,124 | -56.3% | 0.60% | -57.2% |
| Q4 2017 | $4,627,000 | – | 50,620 | – | 1.39% | – |
Download | ||||||
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% |