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 2020 | $4,166,000 | -34.7% | 45,523 | -34.7% | 0.14% | -40.7% |
| Q2 2020 | $6,383,000 | -63.6% | 69,732 | -63.6% | 0.24% | -68.7% |
| Q1 2020 | $17,543,000 | +530.6% | 191,458 | +529.7% | 0.76% | +703.2% |
| Q4 2019 | $2,782,000 | +41.4% | 30,404 | +41.7% | 0.09% | +34.3% |
| Q3 2019 | $1,967,000 | +23.3% | 21,454 | +23.2% | 0.07% | +27.3% |
| Q2 2019 | $1,595,000 | -1.4% | 17,414 | -1.2% | 0.06% | 0.0% |
| Q1 2019 | $1,618,000 | -86.5% | 17,626 | -86.6% | 0.06% | -88.4% |
| Q4 2018 | $12,014,000 | +1366.9% | 131,237 | +1372.6% | 0.48% | +1596.4% |
| Q3 2018 | $819,000 | +3.8% | 8,912 | +3.7% | 0.03% | -6.7% |
| Q2 2018 | $789,000 | +18.1% | 8,591 | +17.8% | 0.03% | +15.4% |
| Q1 2018 | $668,000 | +44.3% | 7,291 | +43.5% | 0.03% | +44.4% |
| Q4 2017 | $463,000 | – | 5,082 | – | 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% |