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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,066,322 | +25.5% | 98,740 | +25.5% | 2.35% | +26.8% |
| Q2 2023 | $7,222,148 | +52.1% | 78,656 | +52.1% | 1.85% | +44.1% |
| Q1 2023 | $4,747,235 | +43.5% | 51,702 | +42.9% | 1.29% | +47.5% |
| Q4 2022 | $3,308,732 | +109.5% | 36,173 | +109.8% | 0.87% | +93.8% |
| Q3 2022 | $1,579,322 | +559.4% | 17,241 | +558.8% | 0.45% | +363.9% |
| Q3 2020 | $239,508 | -10.3% | 2,617 | -10.2% | 0.10% | -31.7% |
| Q1 2020 | $267,000 | +26.5% | 2,914 | +26.5% | 0.14% | +54.3% |
| Q4 2019 | $211,000 | – | 2,303 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 981,076 | $90,082,436 | 57.40% |
| WIN ADVISORS, INC | 340,644 | $38,403,032 | 51.34% |
| Dean, Jacobson Financial Services, LLC | 448,459 | $41,177,551 | 37.28% |
| RIA Advisory Group LLC | 752,905 | $69,128,160 | 29.74% |
| VitalStone Financial, LLC | 575,190 | $52,826 | 29.50% |
| St. Louis Financial Planners Asset Management, LLC | 257,206 | $23,616,645 | 23.66% |
| Vigilare Wealth Management | 443,999 | $40,768,006 | 23.52% |
| PVG ASSET MANAGEMENT CORP | 58,974 | $5,414,992 | 23.36% |
| Cypress Capital, LLC | 795,373 | $73,031,149 | 21.98% |
| Fortis Group Advisors, LLC | 817,717 | $75,082,734 | 19.93% |