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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $4,838,000 | +60.6% | 52,861 | +60.8% | 0.88% | +52.4% |
| Q1 2020 | $3,013,000 | +1.3% | 32,877 | +1.2% | 0.58% | +1.8% |
| Q3 2019 | $2,975,000 | +60.6% | 32,487 | +60.6% | 0.57% | +62.2% |
| Q2 2019 | $1,853,000 | -81.8% | 20,229 | -81.8% | 0.35% | -84.4% |
| Q1 2019 | $10,207,000 | +70.7% | 111,426 | +70.5% | 2.24% | +51.5% |
| Q4 2018 | $5,978,000 | +41.9% | 65,366 | +42.1% | 1.48% | +46.7% |
| Q3 2018 | $4,212,000 | -47.4% | 45,988 | -47.4% | 1.01% | -52.0% |
| Q2 2018 | $8,011,000 | – | 87,479 | – | 2.10% | – |
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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% |