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 | $5,890,069 | +79.1% | 64,148 | +79.1% | 2.42% | +376.9% |
| Q2 2023 | $3,287,982 | +6.9% | 35,809 | +6.9% | 0.51% | +16.0% |
| Q1 2023 | $3,075,235 | +0.4% | 33,492 | 0.0% | 0.44% | -10.1% |
| Q4 2022 | $3,063,513 | +39.8% | 33,492 | +40.0% | 0.49% | -44.7% |
| Q3 2022 | $2,191,000 | +0.1% | 23,920 | 0.0% | 0.88% | +21.1% |
| Q2 2022 | $2,188,000 | -91.5% | 23,920 | -91.5% | 0.73% | -95.4% |
| Q4 2019 | $25,849,000 | -20.4% | 282,722 | -20.2% | 15.86% | -23.1% |
| Q3 2019 | $32,459,000 | +35.6% | 354,400 | +35.6% | 20.61% | +92.3% |
| Q2 2019 | $23,940,000 | -2.1% | 261,321 | -2.1% | 10.72% | -38.7% |
| Q1 2019 | $24,452,000 | -14.2% | 266,947 | -14.3% | 17.49% | -5.6% |
| Q4 2018 | $28,492,000 | +19.7% | 311,523 | +19.9% | 18.53% | +10.6% |
| Q3 2018 | $23,795,000 | – | 259,824 | – | 16.76% | – |
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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% |