SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 373 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 3.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $9,957,000 | -25.1% | 108,785 | -25.0% | 8.93% | -32.3% |
| Q1 2020 | $13,286,000 | +2.0% | 144,995 | +1.8% | 13.18% | +22.8% |
| Q4 2019 | $13,020,000 | +1.0% | 142,408 | +1.2% | 10.73% | -7.6% |
| Q3 2019 | $12,894,000 | -56.9% | 140,785 | -57.0% | 11.61% | -57.6% |
| Q2 2019 | $29,918,000 | +153.1% | 327,042 | +152.9% | 27.39% | +139.7% |
| Q1 2019 | $11,822,000 | +33.3% | 129,292 | +33.3% | 11.42% | +18.7% |
| Q4 2018 | $8,868,000 | – | 96,959 | – | 9.62% | – |
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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% |