SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 180 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $422 | +2.2% | 4,603 | +2.3% | 0.03% | -5.6% |
| Q1 2024 | $413 | +0.5% | 4,498 | 0.0% | 0.04% | -10.0% |
| Q4 2023 | $411 | -0.5% | 4,498 | 0.0% | 0.04% | -7.0% |
| Q3 2023 | $413 | -32.1% | 4,498 | -32.0% | 0.04% | -29.5% |
| Q2 2023 | $608 | -99.9% | 6,619 | -19.9% | 0.06% | -35.8% |
| Q3 2022 | $757,000 | +6.6% | 8,266 | +6.5% | 0.10% | +11.8% |
| Q2 2022 | $710,000 | +3.8% | 7,762 | +3.8% | 0.08% | +28.8% |
| Q1 2022 | $684,000 | -3.3% | 7,480 | -3.3% | 0.07% | -1.5% |
| Q4 2021 | $707,000 | -0.3% | 7,734 | -0.2% | 0.07% | -30.2% |
| Q3 2021 | $709,000 | -12.1% | 7,751 | -12.2% | 0.10% | +15.7% |
| Q2 2021 | $807,000 | -6.4% | 8,823 | -6.4% | 0.08% | -6.7% |
| Q1 2021 | $862,000 | -13.5% | 9,423 | -13.4% | 0.09% | -35.0% |
| Q3 2020 | $996,000 | -3.0% | 10,883 | -3.0% | 0.14% | -4.9% |
| Q2 2020 | $1,027,000 | -5.0% | 11,224 | -4.9% | 0.14% | -18.6% |
| Q1 2020 | $1,081,000 | -7.5% | 11,802 | -7.7% | 0.18% | +7.9% |
| Q4 2019 | $1,169,000 | -2.4% | 12,781 | -2.3% | 0.16% | -8.4% |
| Q3 2019 | $1,198,000 | -13.8% | 13,083 | -13.8% | 0.18% | -15.2% |
| Q2 2019 | $1,390,000 | +82.7% | 15,175 | +82.7% | 0.21% | +70.2% |
| Q1 2019 | $761,000 | -41.6% | 8,304 | -41.7% | 0.12% | -49.2% |
| Q4 2018 | $1,304,000 | +22.1% | 14,253 | +22.2% | 0.24% | +40.2% |
| Q3 2018 | $1,068,000 | +3.6% | 11,663 | +3.6% | 0.17% | -2.8% |
| Q2 2018 | $1,031,000 | +43.8% | 11,258 | +43.8% | 0.18% | -1.6% |
| Q1 2018 | $717,000 | +147.2% | 7,829 | +147.1% | 0.18% | +167.6% |
| Q4 2017 | $290,000 | – | 3,168 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 1,145,181 | $104,773,000 | 96.67% |
| Retireful, LLC | 396,095 | $36,239,000 | 78.68% |
| Forward Management, LLC | 7,050,427 | $645,043,000 | 70.38% |
| Spartan Planning & Wealth Management | 249,002 | $22,781,000 | 30.41% |
| Horizon Investments, LLC | 9,410,567 | $859,561,000 | 27.24% |
| Monument Capital Management | 654,614 | $59,891,000 | 22.59% |
| Tranquilli Financial Advisor LLC | 317,515 | $29,049,000 | 22.26% |
| Elm Partners Management LLC | 1,784,322 | $163,248,000 | 21.28% |
| TLWM | 599,143 | $54,816,000 | 21.00% |
| Synergy Asset Management, LLC | 857,944 | $78,493,000 | 20.81% |