SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 383 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $287,970 | -7.2% | 3,151 | -6.7% | 0.05% | -15.6% |
| Q3 2023 | $310,168 | +53.7% | 3,378 | +53.7% | 0.06% | +68.4% |
| Q2 2023 | $201,820 | -2.9% | 2,198 | -2.9% | 0.04% | -9.5% |
| Q1 2023 | $207,880 | -29.3% | 2,264 | -29.6% | 0.04% | +5.0% |
| Q4 2022 | $293,985 | +27.3% | 3,214 | +27.5% | 0.04% | -28.6% |
| Q3 2022 | $231,000 | -53.9% | 2,520 | -53.9% | 0.06% | -45.1% |
| Q2 2022 | $501,000 | +32.2% | 5,471 | +32.0% | 0.10% | +52.2% |
| Q1 2022 | $379,000 | -36.1% | 4,145 | -36.1% | 0.07% | -32.3% |
| Q4 2021 | $593,000 | +9.0% | 6,484 | +9.0% | 0.10% | +3.1% |
| Q3 2021 | $544,000 | +17.0% | 5,948 | +17.1% | 0.10% | +12.9% |
| Q2 2021 | $465,000 | -1.1% | 5,081 | -1.1% | 0.08% | -21.3% |
| Q1 2021 | $470,000 | -1.1% | 5,140 | -1.0% | 0.11% | -9.2% |
| Q4 2020 | $475,000 | +493.8% | 5,194 | +497.7% | 0.12% | +357.7% |
| Q3 2020 | $80,000 | -16.7% | 869 | -17.2% | 0.03% | -29.7% |
| Q2 2020 | $96,000 | -36.0% | 1,049 | -35.8% | 0.04% | -46.4% |
| Q1 2020 | $150,000 | +455.6% | 1,633 | +444.3% | 0.07% | +590.0% |
| Q4 2019 | $27,000 | +12.5% | 300 | +16.3% | 0.01% | -9.1% |
| Q3 2019 | $24,000 | +4.3% | 258 | +1.2% | 0.01% | +10.0% |
| Q2 2019 | $23,000 | 0.0% | 255 | +1.2% | 0.01% | -16.7% |
| Q1 2019 | $23,000 | +666.7% | 252 | +712.9% | 0.01% | +500.0% |
| Q1 2018 | $3,000 | – | 31 | – | 0.00% | – |
Download | ||||||
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% |