SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 403 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 6.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $419,000 | -10.7% | 4,586 | -10.6% | 0.09% | -24.6% |
| Q1 2021 | $469,000 | -10.7% | 5,131 | -10.6% | 0.11% | -18.0% |
| Q4 2020 | $525,000 | -6.9% | 5,740 | -6.8% | 0.14% | -13.7% |
| Q3 2020 | $564,000 | -33.6% | 6,160 | -33.6% | 0.16% | -45.1% |
| Q2 2020 | $850,000 | -23.8% | 9,284 | -23.7% | 0.29% | -37.8% |
| Q1 2020 | $1,115,000 | – | 12,174 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 1,145,181 | $104,773,000 | 96.67% |
| Retireful, LLC | 396,095 | $36,239,000 | 78.68% |
| Forward Management, LLC | 7,050,427 | $645,043,000 | 70.38% |
| Spartan Planning & Wealth Management | 249,002 | $22,781,000 | 30.41% |
| Horizon Investments, LLC | 9,410,567 | $859,561,000 | 27.24% |
| Monument Capital Management | 654,614 | $59,891,000 | 22.59% |
| Tranquilli Financial Advisor LLC | 317,515 | $29,049,000 | 22.26% |
| Elm Partners Management LLC | 1,784,322 | $163,248,000 | 21.28% |
| TLWM | 599,143 | $54,816,000 | 21.00% |
| Synergy Asset Management, LLC | 857,944 | $78,493,000 | 20.81% |