SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 398 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,952,748 | 0.0% | 32,158 | 0.0% | 0.07% | -5.2% |
| Q2 2023 | $2,952,748 | 0.0% | 32,158 | 0.0% | 0.08% | -11.5% |
| Q1 2023 | $2,952,748 | +0.4% | 32,158 | 0.0% | 0.09% | -4.4% |
| Q4 2022 | $2,941,492 | -0.1% | 32,158 | 0.0% | 0.09% | -18.0% |
| Q3 2022 | $2,945,673 | -6.6% | 32,158 | -6.7% | 0.11% | -6.7% |
| Q2 2022 | $3,152,746 | -18.0% | 34,460 | -18.1% | 0.12% | -21.2% |
| Q1 2022 | $3,846,826 | +3.2% | 42,074 | +3.2% | 0.15% | +2.0% |
| Q4 2021 | $3,726,138 | -10.2% | 40,754 | -10.2% | 0.15% | -18.2% |
| Q3 2021 | $4,149,174 | +31.8% | 45,366 | +31.8% | 0.18% | +40.3% |
| Q2 2021 | $3,148,123 | +6.3% | 34,417 | +6.4% | 0.13% | -7.2% |
| Q1 2021 | $2,961,123 | +25.4% | 32,362 | +25.4% | 0.14% | +26.4% |
| Q4 2020 | $2,361,125 | +44.3% | 25,799 | +44.3% | 0.11% | +39.2% |
| Q3 2020 | $1,636,194 | +137.1% | 17,878 | +137.1% | 0.08% | +119.4% |
| Q2 2020 | $690,136 | -8.1% | 7,540 | -8.0% | 0.04% | -21.7% |
| Q1 2020 | $751,366 | +0.2% | 8,200 | 0.0% | 0.05% | +17.9% |
| Q4 2019 | $749,726 | -0.2% | 8,200 | 0.0% | 0.04% | -17.0% |
| Q3 2019 | $751,038 | -0.0% | 8,200 | 0.0% | 0.05% | -2.1% |
| Q2 2019 | $751,202 | – | 8,200 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 981,076 | $90,082,436 | 57.40% |
| WIN ADVISORS, INC | 340,644 | $38,403,032 | 51.34% |
| Dean, Jacobson Financial Services, LLC | 448,459 | $41,177,551 | 37.28% |
| RIA Advisory Group LLC | 752,905 | $69,128,160 | 29.74% |
| VitalStone Financial, LLC | 575,190 | $52,826 | 29.50% |
| St. Louis Financial Planners Asset Management, LLC | 257,206 | $23,616,645 | 23.66% |
| Vigilare Wealth Management | 443,999 | $40,768,006 | 23.52% |
| PVG ASSET MANAGEMENT CORP | 58,974 | $5,414,992 | 23.36% |
| Cypress Capital, LLC | 795,373 | $73,031,149 | 21.98% |
| Fortis Group Advisors, LLC | 817,717 | $75,082,734 | 19.93% |