SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 124 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 | ||||
---|---|---|---|---|---|---|
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% | – |
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% |