SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 404 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $60,460 | +23.9% | 658,749 | +24.0% | 0.10% | +18.5% |
| Q1 2024 | $48,781 | -3.2% | 531,381 | -3.6% | 0.08% | -12.0% |
| Q4 2023 | $50,384 | -29.5% | 551,308 | -29.2% | 0.09% | -37.8% |
| Q3 2023 | $71,489 | +215.7% | 778,578 | +215.7% | 0.15% | +221.7% |
| Q2 2023 | $22,644 | -10.0% | 246,617 | -10.0% | 0.05% | -13.2% |
| Q1 2023 | $25,148 | +48.6% | 273,892 | +48.0% | 0.05% | +29.3% |
| Q4 2022 | $16,923 | -100.0% | 185,016 | -64.6% | 0.04% | -66.7% |
| Q3 2022 | $47,889,000 | +82.7% | 522,812 | +82.5% | 0.12% | +80.9% |
| Q2 2022 | $26,216,000 | -41.6% | 286,549 | -41.7% | 0.07% | -34.0% |
| Q1 2022 | $44,910,000 | +1435.4% | 491,205 | +1435.4% | 0.10% | +1371.4% |
| Q4 2021 | $2,925,000 | -10.3% | 31,992 | -10.3% | 0.01% | -12.5% |
| Q3 2021 | $3,262,000 | +74.2% | 35,676 | +74.2% | 0.01% | +60.0% |
| Q2 2021 | $1,873,000 | +1.1% | 20,480 | +1.2% | 0.01% | 0.0% |
| Q1 2021 | $1,852,000 | -28.2% | 20,245 | -28.2% | 0.01% | -37.5% |
| Q4 2020 | $2,581,000 | -70.3% | 28,205 | -70.3% | 0.01% | -73.3% |
| Q3 2020 | $8,697,000 | +182.0% | 95,037 | +182.0% | 0.03% | +150.0% |
| Q2 2020 | $3,084,000 | +25.8% | 33,697 | +26.0% | 0.01% | +9.1% |
| Q1 2020 | $2,451,000 | -38.5% | 26,752 | -38.6% | 0.01% | -26.7% |
| Q4 2019 | $3,986,000 | -11.0% | 43,601 | -10.9% | 0.02% | -21.1% |
| Q3 2019 | $4,481,000 | -5.1% | 48,928 | -5.1% | 0.02% | -9.5% |
| Q2 2019 | $4,724,000 | -8.2% | 51,576 | -8.2% | 0.02% | -12.5% |
| Q1 2019 | $5,147,000 | +33.9% | 56,190 | +33.7% | 0.02% | +20.0% |
| Q4 2018 | $3,844,000 | +316.5% | 42,036 | +316.8% | 0.02% | +400.0% |
| Q3 2018 | $923,000 | -5.4% | 10,086 | -5.3% | 0.00% | -20.0% |
| Q2 2018 | $976,000 | +6.3% | 10,656 | +6.2% | 0.01% | 0.0% |
| Q1 2018 | $918,000 | – | 10,035 | – | 0.01% | – |
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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% |