SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,296 | -70.0% | 31,400 | -68.6% | 0.00% | -66.7% |
Q2 2023 | $4,316 | +136.1% | 99,900 | +112.6% | 0.01% | +100.0% |
Q4 2022 | $1,828 | -99.8% | 47,000 | +58.8% | 0.00% | +200.0% |
Q2 2022 | $1,090,000 | -77.1% | 29,600 | -73.9% | 0.00% | -83.3% |
Q4 2021 | $4,754,000 | +1323.4% | 113,200 | +1186.4% | 0.01% | – |
Q1 2021 | $334,000 | -77.0% | 8,800 | -82.4% | 0.00% | -100.0% |
Q2 2020 | $1,452,000 | +131.9% | 50,100 | +155.6% | 0.00% | 0.0% |
Q3 2019 | $626,000 | -29.7% | 19,600 | -31.2% | 0.00% | 0.0% |
Q2 2019 | $891,000 | – | 28,500 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Choice Wealth Advisors, LLC | 574,500 | $23,703,889 | 16.74% |
NICOLET ADVISORY SERVICES, LLC | 3,399,773 | $138,438,745 | 15.33% |
ERTS Wealth Advisors, LLC | 1,521,729 | $62,786,545 | 15.12% |
Willis Johnson & Associates, Inc. | 3,521,640 | $145,302,884 | 14.90% |
Whitcomb & Hess, Inc. | 937,282 | $38,672,263 | 14.45% |
NICOLET BANKSHARES INC | 1,121,016 | $46,253,120 | 14.19% |
Michael S. Ryan, Inc. | 359,784 | $14,585,662 | 13.92% |
Compton Financial Group, LLC | 868,062 | $35,816,253 | 13.61% |
Measured Wealth Private Client Group, LLC | 746,697 | $30,808,723 | 12.39% |
KWB Wealth | 1,751,490 | $75,664,362 | 12.14% |