SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 274 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is 0.14 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $918,200 | -9.1% | 10,000 | -9.1% | 0.98% | -7.9% |
| Q1 2023 | $1,010,020 | -82.5% | 11,000 | -82.6% | 1.07% | -80.8% |
| Q4 2022 | $5,777,794 | -0.1% | 63,166 | 0.0% | 5.54% | -24.2% |
| Q3 2022 | $5,786,000 | +0.1% | 63,166 | 0.0% | 7.31% | +1.0% |
| Q2 2022 | $5,779,000 | +0.1% | 63,166 | 0.0% | 7.24% | +38.5% |
| Q1 2022 | $5,775,000 | -36.4% | 63,166 | -36.4% | 5.22% | -32.2% |
| Q4 2021 | $9,082,000 | -8.1% | 99,334 | -8.1% | 7.71% | -11.4% |
| Q3 2021 | $9,885,000 | -0.0% | 108,084 | 0.0% | 8.70% | +39.9% |
| Q2 2021 | $9,886,000 | -39.0% | 108,084 | -39.0% | 6.22% | -37.1% |
| Q1 2021 | $16,203,000 | -3.9% | 177,084 | -3.9% | 9.88% | +16.9% |
| Q4 2020 | $16,866,000 | -15.0% | 184,284 | -15.0% | 8.46% | -37.0% |
| Q3 2020 | $19,846,000 | -38.5% | 216,852 | -38.5% | 13.43% | -28.8% |
| Q2 2020 | $32,262,000 | -34.7% | 352,478 | -34.6% | 18.87% | -41.0% |
| Q1 2020 | $49,404,000 | -26.4% | 539,173 | -26.5% | 32.00% | +11.2% |
| Q4 2019 | $67,100,000 | -11.4% | 733,894 | -11.2% | 28.78% | -40.0% |
| Q3 2019 | $75,728,000 | +38.7% | 826,812 | +38.8% | 47.95% | +34.9% |
| Q2 2019 | $54,579,000 | -7.5% | 595,781 | -7.6% | 35.55% | -15.4% |
| Q1 2019 | $59,034,000 | +258.4% | 644,480 | +257.9% | 42.03% | +75.3% |
| Q4 2018 | $16,470,000 | – | 180,082 | – | 23.98% | – |
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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% |