SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 7 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,217,786 | -12.8% | 22,305 | -12.8% | 0.04% | -15.2% |
Q2 2023 | $2,543,705 | -63.2% | 25,575 | -63.2% | 0.05% | -64.9% |
Q1 2023 | $6,920,504 | +33.3% | 69,476 | +32.9% | 0.13% | +23.6% |
Q4 2022 | $5,191,278 | -7.2% | 52,284 | -6.9% | 0.11% | -14.5% |
Q3 2022 | $5,594,000 | +105.0% | 56,158 | +105.3% | 0.12% | +117.5% |
Q2 2022 | $2,729,000 | +134.0% | 27,359 | +134.2% | 0.06% | +185.0% |
Q1 2022 | $1,166,000 | – | 11,680 | – | 0.02% | – |
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% |