SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 232 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $471,014 | -5.1% | 4,740 | -5.1% | 0.06% | -4.4% |
Q1 2024 | $496,503 | -28.7% | 4,994 | -28.9% | 0.07% | -30.6% |
Q4 2023 | $696,219 | -6.2% | 7,024 | -5.9% | 0.10% | -16.2% |
Q3 2023 | $742,344 | +26.8% | 7,466 | +26.8% | 0.12% | +82.8% |
Q2 2023 | $585,422 | -30.8% | 5,886 | -30.7% | 0.06% | -43.4% |
Q1 2023 | $846,087 | – | 8,494 | – | 0.11% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Delos Wealth Advisors, LLC | 122,355 | $12,187,782 | 15.42% |
TMD Wealth Management, LLC | 411,880 | $41,027,367 | 11.58% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 152,022 | $15,142,939 | 5.27% |
Sargent Investment Group, LLC | 163,079 | $16,183,960 | 4.27% |
Values First Advisors, Inc. | 64,841 | $6,458,820 | 4.11% |
Kelman-Lazarov, Inc. | 136,880 | $13,634,617 | 3.54% |
AJ WEALTH STRATEGIES, LLC | 666,841 | $66,424,018 | 3.46% |
Peak Asset Management, LLC | 140,525 | $13,997,696 | 3.42% |
Fortis Capital Advisors, LLC | 60,389 | $6,015,313 | 3.22% |
Altiora Financial Group, LLC | 68,509 | $6,824,166 | 3.15% |