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 | $386,195 | -50.7% | 4,206 | -50.7% | 0.03% | -50.0% |
| Q2 2023 | $783,684 | -61.5% | 8,535 | -61.5% | 0.05% | -62.3% |
| Q1 2023 | $2,035,833 | -32.1% | 22,172 | -32.3% | 0.14% | -34.9% |
| Q4 2022 | $2,997,472 | -8.7% | 32,770 | -8.6% | 0.21% | -12.8% |
| Q3 2022 | $3,283,000 | +799.5% | 35,841 | +799.6% | 0.24% | +367.3% |
| Q2 2020 | $365,000 | -75.8% | 3,984 | -75.8% | 0.05% | -78.2% |
| Q1 2020 | $1,509,000 | +58.0% | 16,467 | +57.7% | 0.24% | +90.4% |
| Q4 2019 | $955,000 | -27.0% | 10,445 | -26.9% | 0.12% | -36.2% |
| Q3 2019 | $1,308,000 | -50.1% | 14,279 | -50.1% | 0.20% | -52.5% |
| Q2 2019 | $2,622,000 | +452.0% | 28,617 | +451.5% | 0.41% | +286.0% |
| Q1 2019 | $475,000 | -32.4% | 5,189 | -32.5% | 0.11% | -47.0% |
| Q4 2018 | $703,000 | +26.9% | 7,684 | +26.9% | 0.20% | +39.3% |
| Q3 2018 | $554,000 | +8.2% | 6,053 | +8.3% | 0.14% | +1.4% |
| Q2 2018 | $512,000 | – | 5,588 | – | 0.14% | – |
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% |