SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 400 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $618,500 | -49.1% | 6,736 | -49.1% | 0.49% | -47.6% |
Q2 2023 | $1,215,697 | +4.0% | 13,240 | +4.0% | 0.94% | -1.2% |
Q1 2023 | $1,168,869 | +1.3% | 12,730 | +1.0% | 0.95% | -10.6% |
Q4 2022 | $1,153,437 | +0.9% | 12,610 | +1.0% | 1.06% | -2.8% |
Q3 2022 | $1,143,000 | +141.1% | 12,480 | +141.0% | 1.09% | +181.1% |
Q3 2021 | $474,000 | 0.0% | 5,178 | 0.0% | 0.39% | -3.2% |
Q2 2021 | $474,000 | -9.2% | 5,178 | -9.3% | 0.40% | -18.0% |
Q1 2021 | $522,000 | -3.3% | 5,708 | -3.2% | 0.49% | -16.4% |
Q4 2020 | $540,000 | – | 5,896 | – | 0.58% | – |
Download |
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% |