SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 373 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 3.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $22,009,000 | +80.8% | 240,277 | +80.5% | 18.03% | +150.5% |
| Q2 2022 | $12,176,000 | +78.1% | 133,089 | +77.9% | 7.20% | +88.3% |
| Q1 2022 | $6,838,000 | +5242.2% | 74,795 | +5234.9% | 3.82% | +3724.0% |
| Q1 2021 | $128,000 | 0.0% | 1,402 | 0.0% | 0.10% | +9.9% |
| Q4 2020 | $128,000 | 0.0% | 1,402 | 0.0% | 0.09% | -4.2% |
| Q3 2020 | $128,000 | -78.3% | 1,402 | -78.3% | 0.10% | -79.8% |
| Q2 2020 | $590,000 | -0.2% | 6,454 | 0.0% | 0.47% | -26.2% |
| Q1 2020 | $591,000 | -97.9% | 6,454 | -97.9% | 0.64% | -96.8% |
| Q4 2019 | $28,192,000 | – | 308,348 | – | 19.98% | – |
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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% |