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 | $13,227,869 | +38.8% | 133,037 | +38.9% | 0.08% | +25.8% |
| Q2 2023 | $9,529,362 | +55.6% | 95,811 | +55.8% | 0.07% | +46.7% |
| Q1 2023 | $6,125,816 | +77.6% | 61,498 | +77.0% | 0.04% | +60.7% |
| Q4 2022 | $3,449,235 | -0.0% | 34,739 | +0.3% | 0.03% | -34.9% |
| Q3 2022 | $3,450,000 | – | 34,637 | – | 0.04% | – |
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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% |