SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 261 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is 0.17 and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,787,208 | -3.6% | 19,464 | -3.6% | 0.32% | -8.4% |
| Q1 2023 | $1,853,105 | +2.0% | 20,182 | +1.6% | 0.34% | -14.0% |
| Q4 2022 | $1,816,585 | -77.4% | 19,860 | -77.4% | 0.40% | -79.4% |
| Q3 2022 | $8,042,000 | +722.3% | 87,793 | +720.9% | 1.95% | +750.2% |
| Q2 2022 | $978,000 | -1.8% | 10,695 | -1.9% | 0.23% | +18.7% |
| Q1 2022 | $996,000 | -18.1% | 10,897 | -18.1% | 0.19% | -6.8% |
| Q4 2021 | $1,216,000 | -4.9% | 13,298 | -4.9% | 0.21% | -11.2% |
| Q3 2021 | $1,279,000 | -0.9% | 13,989 | -0.8% | 0.23% | -0.9% |
| Q2 2021 | $1,290,000 | -19.5% | 14,101 | -19.5% | 0.24% | -25.6% |
| Q1 2021 | $1,603,000 | +72.4% | 17,519 | +72.4% | 0.32% | +53.4% |
| Q4 2020 | $930,000 | -7.6% | 10,159 | -7.6% | 0.21% | -22.6% |
| Q3 2020 | $1,006,000 | -40.0% | 10,997 | -40.0% | 0.27% | -45.5% |
| Q2 2020 | $1,678,000 | +27.9% | 18,338 | +28.0% | 0.49% | +3.8% |
| Q1 2020 | $1,312,000 | -10.3% | 14,321 | -10.5% | 0.47% | +4.0% |
| Q4 2019 | $1,462,000 | +13.4% | 15,994 | +13.7% | 0.45% | +4.9% |
| Q3 2019 | $1,289,000 | +27.5% | 14,070 | +27.5% | 0.43% | +27.9% |
| Q2 2019 | $1,011,000 | -7.8% | 11,036 | -7.8% | 0.34% | -11.1% |
| Q1 2019 | $1,096,000 | +7.7% | 11,966 | +7.5% | 0.38% | -8.9% |
| Q4 2018 | $1,018,000 | – | 11,135 | – | 0.42% | – |
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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% |