SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 126 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $823,082 | +9.9% | 8,283 | +9.9% | 0.08% | +7.8% |
Q1 2024 | $749,030 | -11.2% | 7,534 | -11.4% | 0.08% | -18.1% |
Q4 2023 | $843,115 | -12.6% | 8,506 | -12.3% | 0.09% | -20.3% |
Q3 2023 | $964,471 | -10.2% | 9,700 | -10.2% | 0.12% | -7.1% |
Q2 2023 | $1,074,168 | -13.6% | 10,800 | -13.4% | 0.13% | -18.1% |
Q1 2023 | $1,242,934 | – | 12,478 | – | 0.16% | – |
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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% |