SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 4 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,657,930 | -25.4% | 36,789 | -25.4% | 0.00% | 0.0% |
| Q2 2023 | $4,902,582 | +73.2% | 49,292 | +73.4% | 0.00% | 0.0% |
| Q1 2023 | $2,831,315 | +20.3% | 28,424 | +20.3% | 0.00% | 0.0% |
| Q3 2022 | $2,354,000 | -38.3% | 23,630 | -38.3% | 0.00% | 0.0% |
| Q2 2022 | $3,818,000 | +122.8% | 38,268 | +122.9% | 0.00% | – |
| Q1 2022 | $1,714,000 | -14.9% | 17,167 | -14.7% | 0.00% | – |
| Q4 2021 | $2,014,000 | -52.9% | 20,137 | -52.9% | 0.00% | -100.0% |
| Q3 2021 | $4,278,000 | 0.0% | 42,758 | +0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,278,000 | -1.4% | 42,757 | -1.4% | 0.00% | 0.0% |
| Q1 2021 | $4,338,000 | -11.5% | 43,343 | -11.5% | 0.00% | 0.0% |
| Q4 2020 | $4,903,000 | -50.9% | 48,992 | -50.9% | 0.00% | -66.7% |
| Q3 2020 | $9,983,000 | – | 99,748 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STAPP WEALTH MANAGEMENT, PLLC | 62,892 | $6,245 | 14.97% |
| Values First Advisors, Inc. | 64,508 | $6,404,997 | 4.47% |
| Kelman-Lazarov, Inc. | 126,534 | $12,563,561 | 3.54% |
| AJ WEALTH STRATEGIES, LLC | 649,405 | $64,479 | 3.39% |
| Choate Investment Advisors | 523,099 | $51,938,500 | 3.13% |
| DB Wealth Management Group, LLC | 32,640 | $3,240,826 | 2.10% |
| Altiora Financial Group, LLC | 33,142 | $3,290,633 | 1.64% |
| Dakota Wealth Management | 201,534 | $20,010,350 | 1.42% |
| Castleview Partners, LLC | 8,639 | $857,766 | 0.84% |
| WJ Wealth Management, LLC | 9,810 | $974,035 | 0.56% |