SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 432 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,319 | -36.1% | 2,683 | -36.1% | 0.06% | -30.4% |
| Q2 2023 | $385,512 | -41.5% | 4,199 | -41.5% | 0.09% | -45.6% |
| Q1 2023 | $658,704 | -15.0% | 7,174 | -15.3% | 0.17% | -22.5% |
| Q4 2022 | $774,692 | -45.4% | 8,469 | -45.3% | 0.22% | -52.2% |
| Q3 2022 | $1,417,835 | -6.1% | 15,479 | -6.2% | 0.46% | -3.6% |
| Q2 2022 | $1,510,000 | +51.6% | 16,504 | +51.6% | 0.47% | +83.3% |
| Q1 2022 | $996,000 | +292.1% | 10,889 | +292.3% | 0.26% | +296.9% |
| Q4 2021 | $254,000 | -15.3% | 2,776 | -15.5% | 0.06% | -37.5% |
| Q1 2021 | $300,000 | -44.2% | 3,284 | -44.1% | 0.10% | -50.7% |
| Q3 2020 | $538,000 | -40.6% | 5,878 | -40.7% | 0.21% | -47.8% |
| Q2 2020 | $906,000 | +92.4% | 9,904 | +92.8% | 0.40% | +54.2% |
| Q1 2020 | $471,000 | -7.6% | 5,137 | -7.9% | 0.26% | -15.2% |
| Q4 2018 | $510,000 | – | 5,576 | – | 0.31% | – |
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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% |