SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 180 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,766 | +3.7% | 2,513 | +3.7% | 0.01% | 0.0% |
| Q2 2023 | $222,572 | -60.2% | 2,424 | -60.2% | 0.01% | -61.5% |
| Q1 2023 | $559,827 | -25.1% | 6,097 | -25.2% | 0.01% | -35.0% |
| Q4 2022 | $747,767 | -11.8% | 8,153 | -11.9% | 0.02% | -37.5% |
| Q3 2022 | $848,000 | -29.0% | 9,258 | -29.1% | 0.03% | -22.0% |
| Q2 2022 | $1,194,000 | +8.5% | 13,051 | +8.5% | 0.04% | -4.7% |
| Q1 2022 | $1,100,000 | +148.9% | 12,031 | +4997.9% | 0.04% | +138.9% |
| Q4 2021 | $442,000 | -87.4% | 236 | -99.4% | 0.02% | -88.8% |
| Q3 2021 | $3,502,000 | -27.5% | 38,290 | -27.5% | 0.16% | -27.8% |
| Q2 2021 | $4,832,000 | – | 52,826 | +5282500.0% | 0.22% | – |
| Q2 2018 | $0 | – | 1 | – | 0.00% | – |
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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% |