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 | $5,299,455 | -7.0% | 57,716 | -7.0% | 0.62% | -3.7% |
| Q2 2023 | $5,701,050 | +201.0% | 62,089 | +201.0% | 0.65% | +131.4% |
| Q1 2023 | $1,893,937 | -61.4% | 20,627 | -61.5% | 0.28% | -64.0% |
| Q4 2022 | $4,903,964 | +220.7% | 53,613 | +221.2% | 0.78% | +118.9% |
| Q3 2022 | $1,529,000 | -0.3% | 16,694 | -0.4% | 0.36% | -11.2% |
| Q2 2022 | $1,533,000 | +0.1% | 16,761 | +0.0% | 0.40% | +21.2% |
| Q1 2022 | $1,532,000 | 0.0% | 16,759 | 0.0% | 0.33% | +0.3% |
| Q4 2021 | $1,532,000 | -0.1% | 16,759 | 0.0% | 0.33% | +7.5% |
| Q3 2021 | $1,533,000 | -14.0% | 16,759 | -14.0% | 0.31% | -25.5% |
| Q2 2021 | $1,782,000 | 0.0% | 19,479 | 0.0% | 0.41% | -14.0% |
| Q1 2021 | $1,782,000 | -0.1% | 19,479 | 0.0% | 0.48% | -16.7% |
| Q4 2020 | $1,783,000 | 0.0% | 19,479 | 0.0% | 0.57% | -18.5% |
| Q3 2020 | $1,783,000 | 0.0% | 19,479 | 0.0% | 0.70% | -15.2% |
| Q2 2020 | $1,783,000 | -51.5% | 19,479 | -51.5% | 0.83% | -59.3% |
| Q1 2020 | $3,677,000 | +53.3% | 40,131 | +53.0% | 2.04% | +77.8% |
| Q4 2019 | $2,398,000 | – | 26,228 | – | 1.15% | – |
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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% |