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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $675,893 | -20.1% | 7,361 | -20.4% | 0.26% | -23.0% |
| Q4 2022 | $845,823 | -25.9% | 9,247 | -25.8% | 0.34% | -30.4% |
| Q3 2022 | $1,141,000 | -11.5% | 12,455 | -11.6% | 0.49% | -6.5% |
| Q2 2022 | $1,289,000 | +55.9% | 14,093 | +55.8% | 0.53% | +81.1% |
| Q1 2022 | $827,000 | +219.3% | 9,047 | +219.3% | 0.29% | +99.3% |
| Q3 2020 | $259,000 | -52.5% | 2,833 | -52.4% | 0.15% | -56.4% |
| Q2 2020 | $545,000 | +39.7% | 5,954 | +39.9% | 0.34% | +12.0% |
| Q1 2020 | $390,000 | -18.2% | 4,255 | -18.5% | 0.30% | +0.7% |
| Q4 2019 | $477,000 | +30.0% | 5,222 | +30.2% | 0.30% | +12.9% |
| Q3 2019 | $367,000 | -41.9% | 4,010 | -42.0% | 0.26% | -52.4% |
| Q4 2018 | $632,000 | – | 6,909 | – | 0.55% | – |
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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% |