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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $444,042 | -12.0% | 4,836 | -12.0% | 0.02% | -6.2% |
| Q2 2023 | $504,735 | 0.0% | 5,497 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $504,735 | -0.8% | 5,497 | -1.2% | 0.02% | -22.7% |
| Q4 2022 | $508,939 | +87.8% | 5,564 | +87.9% | 0.02% | +83.3% |
| Q3 2022 | $271,000 | +73.7% | 2,961 | +73.2% | 0.01% | +71.4% |
| Q2 2022 | $156,000 | -25.0% | 1,710 | -24.9% | 0.01% | -22.2% |
| Q2 2021 | $208,000 | 0.0% | 2,276 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $208,000 | -6.3% | 2,276 | -6.3% | 0.01% | -16.7% |
| Q4 2020 | $222,000 | +7300.0% | 2,428 | +6289.5% | 0.01% | – |
| Q4 2018 | $3,000 | – | 38 | – | 0.00% | – |
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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% |