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 | $2,765,189 | +106.3% | 30,115 | +106.3% | 0.19% | +108.9% |
| Q2 2023 | $1,340,187 | -66.8% | 14,596 | -66.8% | 0.09% | -69.1% |
| Q1 2023 | $4,031,424 | -18.6% | 43,906 | -18.9% | 0.29% | -24.2% |
| Q4 2022 | $4,951,469 | -63.6% | 54,132 | -63.5% | 0.38% | -66.0% |
| Q3 2022 | $13,601,000 | +2.7% | 148,485 | +2.6% | 1.13% | +1.7% |
| Q2 2022 | $13,237,000 | +55.6% | 144,680 | +55.5% | 1.11% | +64.8% |
| Q1 2022 | $8,508,000 | +209.5% | 93,053 | +209.7% | 0.67% | +174.7% |
| Q4 2021 | $2,749,000 | +45.2% | 30,047 | +45.2% | 0.24% | +54.1% |
| Q3 2021 | $1,893,000 | -31.1% | 20,693 | -31.1% | 0.16% | -34.8% |
| Q2 2021 | $2,749,000 | +617.8% | 30,047 | +618.0% | 0.24% | +369.2% |
| Q3 2020 | $383,000 | -93.1% | 4,185 | -93.1% | 0.05% | -93.5% |
| Q2 2020 | $5,535,000 | +343.2% | 60,471 | +343.7% | 0.80% | +142.4% |
| Q1 2020 | $1,249,000 | -52.8% | 13,628 | -52.9% | 0.33% | -51.2% |
| Q4 2019 | $2,648,000 | +14.1% | 28,961 | +14.3% | 0.67% | +5.7% |
| Q3 2019 | $2,321,000 | +489.1% | 25,337 | +488.7% | 0.64% | +374.6% |
| Q2 2019 | $394,000 | -83.0% | 4,304 | -83.0% | 0.13% | -84.3% |
| Q4 2018 | $2,321,000 | +220.6% | 25,379 | +220.7% | 0.85% | +202.8% |
| Q3 2018 | $724,000 | +126.2% | 7,914 | +126.1% | 0.28% | +146.5% |
| Q4 2017 | $320,000 | – | 3,500 | – | 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% |