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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,087 | +27.6% | 11,835 | +27.5% | 0.00% | +33.3% |
| Q2 2023 | $852 | -98.3% | 9,279 | -98.3% | 0.00% | -98.3% |
| Q4 2022 | $48,901 | -98.9% | 534,608 | +1051.6% | 0.17% | +981.2% |
| Q3 2022 | $4,253,000 | -29.6% | 46,425 | -29.7% | 0.02% | -23.8% |
| Q2 2022 | $6,045,000 | +12.9% | 66,077 | +12.8% | 0.02% | +23.5% |
| Q1 2022 | $5,356,000 | +134.8% | 58,578 | +134.9% | 0.02% | +142.9% |
| Q3 2021 | $2,281,000 | +582.9% | 24,935 | +582.2% | 0.01% | +600.0% |
| Q2 2021 | $334,000 | -74.8% | 3,655 | -74.8% | 0.00% | -75.0% |
| Q4 2020 | $1,328,000 | +48.4% | 14,513 | +48.4% | 0.00% | 0.0% |
| Q3 2020 | $895,000 | -15.4% | 9,781 | -15.4% | 0.00% | -20.0% |
| Q2 2020 | $1,058,000 | -94.0% | 11,559 | -94.0% | 0.01% | -94.4% |
| Q1 2020 | $17,531,000 | +699.8% | 191,328 | +698.0% | 0.09% | +900.0% |
| Q4 2019 | $2,192,000 | +0.4% | 23,976 | +0.5% | 0.01% | -10.0% |
| Q3 2019 | $2,184,000 | -32.4% | 23,850 | -32.3% | 0.01% | -28.6% |
| Q2 2019 | $3,229,000 | -32.9% | 35,251 | -32.9% | 0.01% | -36.4% |
| Q1 2019 | $4,814,000 | -76.9% | 52,550 | -76.9% | 0.02% | -79.2% |
| Q4 2018 | $20,816,000 | +454.6% | 227,595 | +455.4% | 0.11% | +562.5% |
| Q3 2018 | $3,753,000 | -18.7% | 40,977 | -18.7% | 0.02% | -20.0% |
| Q2 2018 | $4,616,000 | -17.0% | 50,407 | -17.1% | 0.02% | -13.0% |
| Q1 2018 | $5,564,000 | – | 60,779 | – | 0.02% | – |
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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% |