SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 312 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is 2.41 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,441,074 | +16.7% | 15,680 | +16.6% | 0.02% | +14.3% |
Q2 2023 | $1,234,506 | +23.1% | 13,445 | +23.1% | 0.01% | +27.3% |
Q1 2023 | $1,003,037 | +162.7% | 10,924 | +161.7% | 0.01% | +175.0% |
Q4 2022 | $381,854 | +66.7% | 4,174 | +67.2% | 0.00% | +100.0% |
Q3 2021 | $229,000 | +0.9% | 2,496 | +0.6% | 0.00% | 0.0% |
Q2 2021 | $227,000 | +13.5% | 2,480 | +13.4% | 0.00% | 0.0% |
Q4 2020 | $200,000 | -5.2% | 2,186 | -5.0% | 0.00% | -33.3% |
Q3 2020 | $211,000 | -64.3% | 2,302 | -64.4% | 0.00% | -66.7% |
Q2 2020 | $591,000 | -8.8% | 6,458 | -8.6% | 0.01% | 0.0% |
Q1 2020 | $648,000 | +66.6% | 7,067 | +66.2% | 0.01% | +80.0% |
Q4 2019 | $389,000 | +4.6% | 4,252 | +4.8% | 0.01% | -16.7% |
Q3 2019 | $372,000 | – | 4,057 | – | 0.01% | – |
Download |
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% |