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 | $666,889 | +10.5% | 7,263 | +10.5% | 0.18% | +1.7% |
| Q2 2023 | $603,533 | -17.3% | 6,573 | -17.3% | 0.17% | -25.0% |
| Q1 2023 | $730,154 | -98.0% | 7,952 | -98.0% | 0.23% | -98.3% |
| Q4 2022 | $36,639,283 | +64.2% | 400,562 | +58.5% | 13.29% | +35.3% |
| Q3 2022 | $22,317,000 | -59.3% | 252,740 | -57.8% | 9.82% | -53.2% |
| Q2 2022 | $54,816,000 | +787.0% | 599,143 | +788.0% | 21.00% | +478.3% |
| Q1 2020 | $6,180,000 | +0.2% | 67,474 | +0.1% | 3.63% | +22.5% |
| Q4 2019 | $6,165,000 | – | 67,420 | – | 2.96% | – |
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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% |