SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 100 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $154,853 | +19.5% | 1,686,485 | +19.5% | 0.72% | +22.3% |
| Q2 2023 | $129,616 | -24.3% | 1,411,627 | -24.3% | 0.59% | -29.6% |
| Q1 2023 | $171,240 | +35.1% | 1,864,957 | +34.5% | 0.84% | +27.7% |
| Q4 2022 | $126,786 | -99.9% | 1,386,098 | -1.5% | 0.66% | -9.4% |
| Q3 2022 | $128,877,000 | +19.7% | 1,406,951 | +19.5% | 0.73% | +25.2% |
| Q2 2022 | $107,675,000 | +321.0% | 1,176,908 | +320.8% | 0.58% | +395.7% |
| Q1 2022 | $25,573,000 | +127.4% | 279,698 | +127.4% | 0.12% | +134.0% |
| Q4 2021 | $11,244,000 | +3.0% | 122,983 | +3.1% | 0.05% | -7.4% |
| Q3 2021 | $10,914,000 | +0.1% | 119,328 | +0.2% | 0.05% | +3.8% |
| Q2 2021 | $10,898,000 | -5.4% | 119,140 | -5.4% | 0.05% | -17.5% |
| Q1 2021 | $11,524,000 | -38.1% | 125,941 | -38.1% | 0.06% | -42.2% |
| Q4 2020 | $18,612,000 | -29.5% | 203,367 | -29.5% | 0.11% | -38.8% |
| Q3 2020 | $26,390,000 | +17.9% | 288,352 | +17.9% | 0.18% | +6.0% |
| Q2 2020 | $22,392,000 | -56.0% | 244,638 | -55.9% | 0.17% | -65.6% |
| Q1 2020 | $50,865,000 | +730.6% | 555,117 | +728.8% | 0.49% | +938.3% |
| Q4 2019 | $6,124,000 | +80.5% | 66,975 | +80.8% | 0.05% | +56.7% |
| Q3 2019 | $3,392,000 | +135.9% | 37,040 | +136.0% | 0.03% | +130.8% |
| Q2 2019 | $1,438,000 | +61.9% | 15,692 | +61.9% | 0.01% | +62.5% |
| Q1 2019 | $888,000 | -59.1% | 9,695 | -59.2% | 0.01% | -66.7% |
| Q4 2018 | $2,172,000 | +169.8% | 23,753 | +170.4% | 0.02% | +200.0% |
| Q3 2018 | $805,000 | -89.8% | 8,786 | -89.8% | 0.01% | -90.5% |
| Q2 2018 | $7,910,000 | +178.8% | 86,373 | +178.7% | 0.08% | +162.5% |
| Q1 2018 | $2,837,000 | +931.6% | 30,990 | +929.2% | 0.03% | +966.7% |
| Q4 2017 | $275,000 | – | 3,011 | – | 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% |