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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $566,254 | -13.9% | 6,167 | -14.2% | 0.15% | -20.3% |
| Q4 2022 | $657,813 | -29.3% | 7,190 | -29.3% | 0.19% | -33.3% |
| Q3 2022 | $930,000 | -8.7% | 10,163 | -8.8% | 0.29% | -5.9% |
| Q2 2022 | $1,019,000 | +38.6% | 11,143 | +38.7% | 0.31% | +87.7% |
| Q1 2022 | $735,000 | +187.1% | 8,035 | +187.5% | 0.16% | +201.9% |
| Q4 2021 | $256,000 | -14.1% | 2,795 | -14.1% | 0.05% | -33.3% |
| Q1 2021 | $298,000 | -34.1% | 3,252 | -34.1% | 0.08% | -49.4% |
| Q3 2020 | $452,000 | -43.1% | 4,934 | -43.2% | 0.16% | -49.2% |
| Q2 2020 | $795,000 | -13.6% | 8,689 | -13.5% | 0.32% | -33.4% |
| Q1 2020 | $920,000 | – | 10,047 | – | 0.47% | – |
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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% |