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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $20,677 | -99.9% | 226,049 | -2.5% | 14.38% | -7.3% |
| Q3 2022 | $21,236,000 | +15630.4% | 231,828 | +15564.1% | 15.51% | +24512.7% |
| Q1 2022 | $135,000 | -30.1% | 1,480 | -29.9% | 0.06% | -29.2% |
| Q4 2021 | $193,000 | +12.9% | 2,111 | +12.6% | 0.09% | +1.1% |
| Q3 2021 | $171,000 | +54.1% | 1,875 | +54.4% | 0.09% | +57.1% |
| Q2 2021 | $111,000 | -70.2% | 1,214 | -70.2% | 0.06% | -76.1% |
| Q2 2020 | $372,000 | – | 4,068 | – | 0.23% | – |
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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% |