SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 20 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,912,118 | +1595.9% | 119,804 | +1596.5% | 0.02% | +2100.0% |
| Q2 2023 | $702,387 | +14.1% | 7,062 | +14.2% | 0.00% | 0.0% |
| Q1 2023 | $615,789 | -92.9% | 6,182 | -92.9% | 0.00% | -94.1% |
| Q4 2022 | $8,665,733 | +44.1% | 87,277 | +44.6% | 0.02% | +30.8% |
| Q3 2022 | $6,012,000 | – | 60,354 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delos Wealth Advisors, LLC | 124,060 | $12,340,249 | 14.94% |
| PECAUT & CO. | 220,519 | $21,926,159 | 9.18% |
| Proficio Capital Partners LLC | 654,147 | $65,041,869 | 8.67% |
| Sargent Investment Group, LLC | 324,271 | $32,242,267 | 7.77% |
| Treasure Coast Financial Planning | 108,169 | $10,755,244 | 7.47% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 190,323 | $18,923,807 | 6.42% |
| Altiora Financial Group, LLC | 125,578 | $12,486,224 | 5.80% |
| RETIREMENT CAPITAL STRATEGIES | 114,401 | $11,374,891 | 5.33% |
| Legacy CG, LLC | 104,073 | $10,347,978 | 4.81% |
| TMD Wealth Management, LLC | 169,384 | $16,841,810 | 4.80% |