SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 392 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,146,000 | +21.3% | 12,529 | +21.3% | 2.09% | +27.8% |
| Q2 2021 | $945,000 | -20.1% | 10,331 | -20.0% | 1.63% | -21.5% |
| Q1 2021 | $1,182,000 | -5.7% | 12,921 | -5.6% | 2.08% | -9.0% |
| Q4 2020 | $1,253,000 | -28.6% | 13,690 | -28.6% | 2.28% | +293.1% |
| Q3 2020 | $1,755,000 | -45.8% | 19,172 | -45.8% | 0.58% | -53.2% |
| Q2 2020 | $3,239,000 | +8.8% | 35,387 | +8.9% | 1.24% | -11.8% |
| Q1 2020 | $2,977,000 | +1110.2% | 32,488 | +1107.7% | 1.41% | +1146.0% |
| Q4 2019 | $246,000 | – | 2,690 | – | 0.11% | – |
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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% |