SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 366 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 3.21 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,708,229 | -3.6% | 73,058 | -3.6% | 0.05% | 0.0% |
| Q2 2023 | $6,960,133 | +1.3% | 75,802 | +1.3% | 0.05% | -5.6% |
| Q1 2023 | $6,873,066 | -1.3% | 74,854 | -1.7% | 0.05% | -5.3% |
| Q4 2022 | $6,966,000 | +13.2% | 76,154 | +13.3% | 0.06% | +5.6% |
| Q3 2022 | $6,155,000 | +34.1% | 67,197 | +33.9% | 0.05% | +42.1% |
| Q2 2022 | $4,591,000 | +1.1% | 50,185 | +1.0% | 0.04% | +22.6% |
| Q1 2022 | $4,542,000 | -4.7% | 49,675 | -4.7% | 0.03% | 0.0% |
| Q4 2021 | $4,764,000 | -5.4% | 52,106 | -5.4% | 0.03% | -13.9% |
| Q3 2021 | $5,036,000 | +9.8% | 55,062 | +9.8% | 0.04% | +2.9% |
| Q2 2021 | $4,585,000 | +5.3% | 50,125 | +5.4% | 0.04% | -14.6% |
| Q1 2021 | $4,353,000 | +2.1% | 47,571 | +2.1% | 0.04% | -2.4% |
| Q4 2020 | $4,264,000 | +2.5% | 46,594 | +2.5% | 0.04% | -10.6% |
| Q3 2020 | $4,161,000 | +18.9% | 45,470 | +19.0% | 0.05% | +9.3% |
| Q2 2020 | $3,499,000 | +58.2% | 38,224 | +58.3% | 0.04% | +34.4% |
| Q1 2020 | $2,212,000 | +11.7% | 24,143 | +11.5% | 0.03% | +52.4% |
| Q4 2019 | $1,980,000 | +333.3% | 21,653 | +333.7% | 0.02% | +320.0% |
| Q3 2019 | $457,000 | -0.2% | 4,993 | -0.2% | 0.01% | 0.0% |
| Q2 2019 | $458,000 | +8.5% | 5,004 | +8.6% | 0.01% | 0.0% |
| Q1 2019 | $422,000 | -1.4% | 4,606 | -1.5% | 0.01% | -16.7% |
| Q4 2018 | $428,000 | – | 4,675 | – | 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% |