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 | $9,350,792 | +507.1% | 101,838 | +507.1% | 1.07% | +519.1% |
| Q2 2023 | $1,540,248 | -41.2% | 16,775 | -41.2% | 0.17% | -48.4% |
| Q1 2023 | $2,619,649 | +5.2% | 28,530 | +4.8% | 0.34% | -2.6% |
| Q4 2022 | $2,489,396 | -34.0% | 27,215 | -33.9% | 0.34% | -38.1% |
| Q3 2022 | $3,773,000 | +478.7% | 41,193 | +478.1% | 0.56% | +511.0% |
| Q2 2022 | $652,000 | +10.1% | 7,126 | +10.0% | 0.09% | +23.0% |
| Q1 2022 | $592,000 | -31.7% | 6,477 | -31.7% | 0.07% | -54.9% |
| Q2 2021 | $867,000 | -74.7% | 9,482 | -74.7% | 0.16% | -76.4% |
| Q1 2021 | $3,426,000 | +245.4% | 37,499 | +245.4% | 0.69% | +199.1% |
| Q4 2020 | $992,000 | -51.5% | 10,856 | -51.4% | 0.23% | -58.3% |
| Q3 2020 | $2,044,000 | +7.9% | 22,331 | +8.0% | 0.56% | -2.1% |
| Q2 2020 | $1,895,000 | +24.1% | 20,670 | +23.8% | 0.57% | +2.7% |
| Q1 2020 | $1,527,000 | +186.5% | 16,697 | +186.8% | 0.55% | +266.9% |
| Q4 2019 | $533,000 | +9.4% | 5,821 | +9.8% | 0.15% | 0.0% |
| Q3 2019 | $487,000 | +79.0% | 5,302 | +78.3% | 0.15% | +93.6% |
| Q2 2019 | $272,000 | – | 2,974 | – | 0.08% | – |
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% |