SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 392 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $363,791 | +1.4% | 3,962 | +1.4% | 0.15% | +4.1% |
Q2 2023 | $358,924 | 0.0% | 3,909 | 0.0% | 0.15% | -8.1% |
Q1 2023 | $358,924 | -7.5% | 3,909 | -7.9% | 0.16% | -17.4% |
Q4 2022 | $388,199 | -6.7% | 4,244 | -6.5% | 0.20% | -15.2% |
Q3 2022 | $416,000 | -11.3% | 4,538 | -11.5% | 0.23% | -19.3% |
Q2 2022 | $469,000 | -25.0% | 5,128 | -25.0% | 0.28% | -21.1% |
Q1 2022 | $625,000 | -6.9% | 6,834 | -6.9% | 0.36% | -10.9% |
Q4 2021 | $671,000 | +103.3% | 7,338 | +103.2% | 0.40% | +79.2% |
Q3 2021 | $330,000 | +20.9% | 3,612 | +21.2% | 0.23% | +20.2% |
Q2 2021 | $273,000 | -42.9% | 2,981 | -42.9% | 0.19% | -55.1% |
Q1 2021 | $478,000 | +13.3% | 5,223 | +13.3% | 0.42% | +7.7% |
Q4 2020 | $422,000 | – | 4,609 | – | 0.39% | – |
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% |