SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 2 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
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% |