SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 366 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 3.21 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,888,295 | -0.2% | 20,566 | -0.2% | 1.22% | +6.8% |
| Q2 2023 | $1,892,331 | +44.5% | 20,609 | +44.5% | 1.14% | +36.9% |
| Q1 2023 | $1,309,313 | +551.5% | 14,260 | +549.1% | 0.83% | +495.7% |
| Q4 2022 | $200,961 | -73.4% | 2,197 | -73.4% | 0.14% | -68.7% |
| Q4 2021 | $755,000 | +196.1% | 8,254 | +196.6% | 0.45% | +120.2% |
| Q4 2020 | $255,000 | +12650.0% | 2,783 | +10603.8% | 0.20% | +10050.0% |
| Q3 2020 | $2,000 | 0.0% | 26 | -3.7% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | -28.5% | 27 | -12.9% | 0.00% | -33.3% |
| Q1 2020 | $2,797 | -98.3% | 31 | -98.3% | 0.00% | -98.1% |
| Q4 2019 | $167,000 | – | 1,823 | – | 0.16% | – |
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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% |