SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 366 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 3.21 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,275,679 | +226.7% | 35,675 | +226.7% | 1.26% | +217.0% |
| Q2 2023 | $1,002,583 | 0.0% | 10,919 | 0.0% | 0.40% | -1.7% |
| Q1 2023 | $1,002,583 | +0.4% | 10,919 | 0.0% | 0.41% | -0.7% |
| Q4 2022 | $998,761 | -0.1% | 10,919 | 0.0% | 0.41% | -4.0% |
| Q3 2022 | $1,000,000 | +0.1% | 10,919 | 0.0% | 0.43% | +2.9% |
| Q2 2022 | $999,000 | +0.1% | 10,919 | 0.0% | 0.41% | +10.7% |
| Q1 2022 | $998,000 | 0.0% | 10,919 | 0.0% | 0.37% | +3.3% |
| Q4 2021 | $998,000 | -0.1% | 10,919 | 0.0% | 0.36% | -17.9% |
| Q3 2021 | $999,000 | 0.0% | 10,919 | 0.0% | 0.44% | +5.8% |
| Q2 2021 | $999,000 | 0.0% | 10,919 | 0.0% | 0.42% | -7.9% |
| Q1 2021 | $999,000 | 0.0% | 10,919 | 0.0% | 0.45% | -2.8% |
| Q4 2020 | $999,000 | 0.0% | 10,919 | 0.0% | 0.47% | -30.6% |
| Q3 2020 | $999,000 | -0.1% | 10,919 | 0.0% | 0.67% | +36.9% |
| Q2 2020 | $1,000,000 | -0.1% | 10,919 | 0.0% | 0.49% | -8.2% |
| Q1 2020 | $1,001,000 | +0.3% | 10,919 | 0.0% | 0.53% | +49.6% |
| Q4 2019 | $998,000 | -0.2% | 10,919 | 0.0% | 0.36% | -3.3% |
| Q3 2019 | $1,000,000 | 0.0% | 10,919 | 0.0% | 0.37% | -3.1% |
| Q2 2019 | $1,000,000 | 0.0% | 10,919 | 0.0% | 0.38% | +3.8% |
| Q1 2019 | $1,000,000 | +0.1% | 10,919 | 0.0% | 0.37% | -7.8% |
| Q4 2018 | $999,000 | – | 10,919 | – | 0.40% | – |
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% |