SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 261 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is 0.17 and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,741,385 | +82.1% | 40,747 | +82.1% | 0.03% | +92.9% |
| Q2 2023 | $2,055,083 | -78.1% | 22,382 | -78.1% | 0.01% | -79.7% |
| Q1 2023 | $9,386,617 | -50.5% | 102,228 | -50.7% | 0.07% | -52.7% |
| Q4 2022 | $18,966,320 | +51.8% | 207,349 | +52.0% | 0.15% | +44.6% |
| Q3 2022 | $12,494,000 | +391.1% | 136,395 | +390.4% | 0.10% | +431.6% |
| Q2 2022 | $2,544,000 | +193.4% | 27,811 | +193.3% | 0.02% | +280.0% |
| Q1 2022 | $867,000 | -11.0% | 9,482 | -11.0% | 0.01% | -16.7% |
| Q4 2021 | $974,000 | -83.0% | 10,654 | -83.0% | 0.01% | -85.7% |
| Q3 2021 | $5,746,000 | +99.6% | 62,829 | +99.6% | 0.04% | +100.0% |
| Q2 2021 | $2,879,000 | -52.4% | 31,474 | -52.3% | 0.02% | -57.1% |
| Q1 2021 | $6,042,000 | -51.4% | 66,036 | -51.4% | 0.05% | -57.0% |
| Q4 2020 | $12,428,000 | -22.5% | 135,795 | -22.5% | 0.11% | -34.5% |
| Q3 2020 | $16,043,000 | +71.1% | 175,295 | +71.2% | 0.17% | +32.8% |
| Q2 2020 | $9,374,000 | -37.9% | 102,370 | -37.8% | 0.13% | -37.6% |
| Q1 2020 | $15,092,000 | +56.7% | 164,706 | +56.4% | 0.21% | +96.3% |
| Q4 2019 | $9,631,000 | -51.1% | 105,327 | -51.0% | 0.11% | -53.9% |
| Q3 2019 | $19,698,000 | +332.5% | 215,078 | +332.7% | 0.23% | +321.8% |
| Q2 2019 | $4,554,000 | -43.8% | 49,702 | -43.8% | 0.06% | -47.1% |
| Q1 2019 | $8,098,000 | -31.1% | 88,416 | -31.2% | 0.10% | -40.2% |
| Q4 2018 | $11,751,000 | +4.3% | 128,487 | +4.4% | 0.17% | +21.7% |
| Q3 2018 | $11,268,000 | -13.3% | 123,034 | -14.1% | 0.14% | -21.0% |
| Q2 2018 | $12,992,000 | -2.7% | 143,252 | -1.8% | 0.18% | -1.6% |
| Q1 2018 | $13,347,000 | -8.8% | 145,832 | -8.9% | 0.18% | -5.6% |
| Q4 2017 | $14,627,000 | – | 159,994 | – | 0.20% | – |
Download | ||||||
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% |