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 | $692,690 | +41.1% | 7,544 | +41.1% | 0.02% | +30.8% |
| Q2 2023 | $490,870 | -61.4% | 5,346 | -61.4% | 0.01% | -62.9% |
| Q1 2023 | $1,271,340 | +145.4% | 13,846 | +144.4% | 0.04% | +52.2% |
| Q2 2022 | $518,000 | -19.6% | 5,666 | -19.5% | 0.02% | -23.3% |
| Q1 2022 | $644,000 | -62.1% | 7,042 | -62.0% | 0.03% | -72.5% |
| Q3 2020 | $1,697,000 | -32.3% | 18,544 | -32.3% | 0.11% | -37.4% |
| Q2 2020 | $2,507,000 | – | 27,394 | – | 0.17% | – |
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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% |