SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 165 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $12,101,000 | -7.2% | 132,067 | -7.4% | 1.23% | +13.6% |
| Q4 2019 | $13,045,000 | -3.0% | 142,673 | -2.8% | 1.08% | -9.9% |
| Q3 2019 | $13,446,000 | +0.0% | 146,807 | +0.1% | 1.20% | -1.6% |
| Q2 2019 | $13,440,000 | -5.4% | 146,713 | -5.4% | 1.22% | -6.5% |
| Q1 2019 | $14,203,000 | +31.0% | 155,052 | +30.8% | 1.30% | +12.4% |
| Q4 2018 | $10,840,000 | +24.2% | 118,517 | +24.4% | 1.16% | +45.8% |
| Q3 2018 | $8,725,000 | +181.5% | 95,267 | +181.5% | 0.79% | +161.2% |
| Q2 2018 | $3,099,000 | – | 33,843 | – | 0.30% | – |
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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% |