SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 274 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is 0.14 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $31,523,000 | +0.1% | 344,929 | +0.2% | 0.20% | -8.8% |
| Q3 2019 | $31,505,000 | -6.1% | 344,224 | -6.1% | 0.22% | -10.7% |
| Q2 2019 | $33,566,000 | +15.1% | 366,519 | +15.1% | 0.24% | +9.0% |
| Q1 2019 | $29,163,000 | -29.9% | 318,381 | -30.1% | 0.22% | -40.5% |
| Q4 2018 | $41,614,000 | +531.7% | 455,160 | +532.6% | 0.38% | +581.8% |
| Q3 2018 | $6,588,000 | +12.7% | 71,946 | +12.7% | 0.06% | +1.9% |
| Q2 2018 | $5,844,000 | 0.0% | 63,840 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $5,844,000 | -9.6% | 63,840 | -9.8% | 0.05% | -12.9% |
| Q4 2017 | $6,467,000 | – | 70,759 | – | 0.06% | – |
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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% |