SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 136 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $12,314,000 | +510.8% | 134,638 | +511.5% | 4.88% | +654.3% |
| Q3 2018 | $2,016,000 | +29.6% | 22,016 | +29.6% | 0.65% | +24.2% |
| Q2 2018 | $1,556,000 | +43.0% | 16,988 | +42.7% | 0.52% | +48.4% |
| Q1 2018 | $1,088,000 | +9.5% | 11,903 | +9.4% | 0.35% | +26.7% |
| Q4 2017 | $994,000 | – | 10,876 | – | 0.28% | – |
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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% |