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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $876,000 | -31.9% | 9,563 | -32.1% | 0.22% | -2.7% |
| Q4 2019 | $1,287,000 | +37.1% | 14,082 | +37.3% | 0.22% | +20.4% |
| Q3 2019 | $939,000 | +17.2% | 10,257 | +17.3% | 0.19% | +8.8% |
| Q2 2019 | $801,000 | -77.1% | 8,743 | -77.1% | 0.17% | -78.2% |
| Q1 2019 | $3,498,000 | -11.5% | 38,184 | -11.6% | 0.78% | -6.3% |
| Q4 2018 | $3,953,000 | -20.8% | 43,219 | -20.7% | 0.84% | -42.6% |
| Q3 2018 | $4,992,000 | -3.7% | 54,508 | -3.7% | 1.46% | -11.4% |
| Q2 2018 | $5,186,000 | -98.5% | 56,623 | +1430.8% | 1.64% | +1050.3% |
| Q1 2018 | $338,706,000 | +99519.4% | 3,699 | -0.4% | 0.14% | +44.4% |
| Q4 2017 | $340,000 | – | 3,715 | – | 0.10% | – |
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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% |