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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,184,000 | -0.2% | 34,826 | 0.0% | 1.01% | -5.0% |
| Q3 2019 | $3,190,000 | -1.6% | 34,826 | -1.6% | 1.06% | -7.5% |
| Q2 2019 | $3,241,000 | -24.0% | 35,381 | -24.0% | 1.15% | -20.6% |
| Q1 2019 | $4,262,000 | -8.2% | 46,533 | -8.3% | 1.44% | -19.6% |
| Q4 2018 | $4,642,000 | +39.1% | 50,758 | +39.2% | 1.80% | +48.6% |
| Q3 2018 | $3,338,000 | -0.1% | 36,452 | -0.2% | 1.21% | -4.7% |
| Q2 2018 | $3,341,000 | -0.8% | 36,512 | -0.9% | 1.27% | -5.3% |
| Q1 2018 | $3,368,000 | +35.2% | 36,827 | +35.1% | 1.34% | +31.0% |
| Q4 2017 | $2,491,000 | – | 27,258 | – | 1.02% | – |
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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% |