SCHARF INVESTMENTS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 296 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is 4.14 and the average weighting 1.5%.

Quarter-by-quarter ownership
SCHARF INVESTMENTS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$13,035,807
-61.6%
141,971
-61.6%
0.39%
-61.7%
Q2 2023$33,905,700
-31.7%
369,262
-31.7%
1.02%
-35.1%
Q1 2023$49,627,274
-0.7%
540,522
-1.0%
1.57%
-4.1%
Q4 2022$49,955,393
+296.5%
546,116
+296.8%
1.63%
+189.7%
Q2 2020$12,598,000
-68.1%
137,633
-68.1%
0.56%
-71.5%
Q1 2020$39,527,000
-6.1%
431,379
-6.3%
1.98%
+20.0%
Q4 2019$42,108,000
-57.5%
460,546
-57.4%
1.65%
-59.3%
Q3 2019$99,048,000
+2.8%
1,081,428
+2.8%
4.04%
+6.5%
Q2 2019$96,355,0001,051,8013.80%
Other shareholders
SPDR SER TR shareholders Q2 2019
NameSharesValueWeighting ↓
WIN ADVISORS, INC 2,463,060$225,616,00083.32%
PIERSHALE FINANCIAL GROUP, INC. 1,003,202$91,893,00068.99%
Retireful, LLC 1,396,435$127,913,00063.84%
Sound Financial Strategies Group, LLC 445,575$40,815,00061.28%
Price Capital Management, Inc. 275,000$25,140,00055.55%
Forward Management, LLC 3,768,576$345,202,00038.06%
Horizon Investments, LLC 12,409,850$1,132,274,00034.79%
Spartan Planning & Wealth Management 262,088$24,007,00031.42%
IronBridge Private Wealth, LLC 342,277$31,353,00027.10%
Tranquilli Financial Advisor LLC 354,038$32,430,00025.70%
View complete list of SPDR SER TR shareholders