SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 261 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is 0.17 and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,411,039 | -5.5% | 15,367 | -5.5% | 0.48% | -3.4% |
| Q2 2023 | $1,493,666 | -40.2% | 16,267 | -40.2% | 0.50% | -42.9% |
| Q1 2023 | $2,496,545 | -53.1% | 27,190 | -53.3% | 0.87% | -53.9% |
| Q4 2022 | $5,323,120 | +56.9% | 58,195 | +57.1% | 1.88% | +20.6% |
| Q3 2022 | $3,393,000 | +494.2% | 37,037 | +493.9% | 1.56% | +567.5% |
| Q2 2022 | $571,000 | +16.1% | 6,236 | +16.0% | 0.23% | +14.1% |
| Q1 2022 | $492,000 | 0.0% | 5,376 | 0.0% | 0.20% | -12.0% |
| Q4 2021 | $492,000 | -5.0% | 5,376 | -5.1% | 0.23% | -27.2% |
| Q3 2021 | $518,000 | 0.0% | 5,665 | 0.0% | 0.32% | +3.2% |
| Q2 2021 | $518,000 | 0.0% | 5,665 | 0.0% | 0.31% | -6.1% |
| Q1 2021 | $518,000 | 0.0% | 5,665 | 0.0% | 0.33% | +3.8% |
| Q4 2020 | $518,000 | -2.6% | 5,665 | -2.6% | 0.32% | -8.6% |
| Q3 2020 | $532,000 | 0.0% | 5,815 | 0.0% | 0.35% | -3.3% |
| Q2 2020 | $532,000 | -0.2% | 5,815 | 0.0% | 0.36% | -6.0% |
| Q1 2020 | $533,000 | +0.2% | 5,815 | 0.0% | 0.38% | +19.7% |
| Q4 2019 | $532,000 | -3.3% | 5,815 | -3.2% | 0.32% | -8.6% |
| Q3 2019 | $550,000 | +11.6% | 6,005 | +11.6% | 0.35% | -90.8% |
| Q2 2019 | $493,000 | 0.0% | 5,380 | 0.0% | 3.81% | -8.1% |
| Q1 2019 | $493,000 | +0.2% | 5,380 | 0.0% | 4.14% | -16.7% |
| Q4 2018 | $492,000 | -32.7% | 5,380 | -32.6% | 4.98% | +650.7% |
| Q3 2018 | $731,000 | -99.9% | 7,980 | 0.0% | 0.66% | -6.5% |
| Q2 2018 | $730,809,000 | +99873.9% | 7,980 | 0.0% | 0.71% | -1.0% |
| Q1 2018 | $731,000 | +27.4% | 7,980 | +27.1% | 0.72% | +43.8% |
| Q4 2017 | $574,000 | – | 6,280 | – | 0.50% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 981,076 | $90,082,436 | 57.40% |
| WIN ADVISORS, INC | 340,644 | $38,403,032 | 51.34% |
| Dean, Jacobson Financial Services, LLC | 448,459 | $41,177,551 | 37.28% |
| RIA Advisory Group LLC | 752,905 | $69,128,160 | 29.74% |
| VitalStone Financial, LLC | 575,190 | $52,826 | 29.50% |
| St. Louis Financial Planners Asset Management, LLC | 257,206 | $23,616,645 | 23.66% |
| Vigilare Wealth Management | 443,999 | $40,768,006 | 23.52% |
| PVG ASSET MANAGEMENT CORP | 58,974 | $5,414,992 | 23.36% |
| Cypress Capital, LLC | 795,373 | $73,031,149 | 21.98% |
| Fortis Group Advisors, LLC | 817,717 | $75,082,734 | 19.93% |