SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 296 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is 4.14 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $948,776 | 0.0% | 10,333 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $948,776 | -6.0% | 10,333 | -6.0% | 0.00% | 0.0% |
| Q1 2023 | $1,009,193 | +96.9% | 10,991 | +96.2% | 0.00% | – |
| Q4 2022 | $512,414 | +153.7% | 5,602 | +153.3% | 0.00% | – |
| Q3 2022 | $202,000 | +3.1% | 2,212 | +2.8% | 0.00% | – |
| Q2 2022 | $196,000 | +232.2% | 2,151 | +230.9% | 0.00% | – |
| Q1 2022 | $59,000 | – | 650 | +32400.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 2 | -94.7% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | -100.0% | 38 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $7,851,000 | – | 85,804 | +2860033.3% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| Q3 2020 | $3,997,000 | -13.5% | 43,677 | -13.5% | 0.00% | -25.0% |
| Q2 2020 | $4,622,000 | +81.0% | 50,496 | +81.1% | 0.00% | +100.0% |
| Q1 2020 | $2,554,000 | -48.6% | 27,878 | -48.8% | 0.00% | -33.3% |
| Q4 2019 | $4,972,000 | +105.4% | 54,405 | +105.7% | 0.00% | +50.0% |
| Q3 2019 | $2,421,000 | +3.4% | 26,450 | +3.4% | 0.00% | +100.0% |
| Q2 2019 | $2,341,000 | -46.2% | 25,570 | -46.2% | 0.00% | -66.7% |
| Q1 2019 | $4,352,000 | +126.9% | 47,530 | +126.5% | 0.00% | +200.0% |
| Q4 2018 | $1,918,000 | +138.0% | 20,980 | +138.3% | 0.00% | – |
| Q3 2018 | $806,000 | -79.4% | 8,805 | -79.4% | 0.00% | -100.0% |
| Q2 2018 | $3,910,000 | +126.7% | 42,708 | +126.6% | 0.00% | 0.0% |
| Q1 2018 | $1,725,000 | – | 18,851 | – | 0.00% | – |
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% |