SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 435 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 3.26 and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,553,455 | +83.2% | 213,047 | +83.3% | 1.21% | +96.3% |
| Q1 2024 | $10,674,422 | +148.2% | 116,255 | +147.1% | 0.62% | +119.9% |
| Q4 2023 | $4,301,190 | -28.0% | 47,040 | -29.1% | 0.28% | -34.7% |
| Q3 2023 | $5,973,259 | -20.6% | 66,380 | -19.0% | 0.43% | -19.9% |
| Q2 2023 | $7,521,347 | +34.5% | 81,914 | +34.5% | 0.54% | +33.6% |
| Q1 2023 | $5,592,030 | -3.2% | 60,902 | -3.6% | 0.40% | -6.7% |
| Q4 2022 | $5,776,599 | +465.2% | 63,153 | +465.1% | 0.43% | +413.1% |
| Q3 2022 | $1,022,000 | +22.7% | 11,176 | +22.8% | 0.08% | +23.5% |
| Q2 2022 | $833,000 | -5.8% | 9,102 | -5.9% | 0.07% | +17.2% |
| Q1 2022 | $884,000 | 0.0% | 9,670 | 0.0% | 0.06% | +3.6% |
| Q4 2021 | $884,000 | -10.9% | 9,670 | -10.8% | 0.06% | -16.4% |
| Q3 2021 | $992,000 | -2.4% | 10,846 | -2.4% | 0.07% | -1.5% |
| Q2 2021 | $1,016,000 | -14.7% | 11,111 | -14.7% | 0.07% | -19.0% |
| Q1 2021 | $1,191,000 | -10.4% | 13,021 | -10.3% | 0.08% | -7.7% |
| Q4 2020 | $1,329,000 | -21.1% | 14,524 | -21.1% | 0.09% | -36.8% |
| Q3 2020 | $1,685,000 | -13.7% | 18,418 | -12.1% | 0.14% | -22.2% |
| Q2 2020 | $1,952,000 | -10.7% | 20,951 | -12.2% | 0.18% | -40.7% |
| Q1 2020 | $2,187,000 | +53.9% | 23,870 | +53.6% | 0.31% | +106.6% |
| Q4 2019 | $1,421,000 | – | 15,538 | – | 0.15% | – |
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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% |