SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 671 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $6,130,819 | +13.3% | 131,478 | +0.3% | 1.49% | +4.4% |
Q3 2023 | $5,408,856 | -1.6% | 131,092 | +3.0% | 1.43% | +1.4% |
Q2 2023 | $5,498,107 | +5.6% | 127,271 | -0.5% | 1.41% | +3.0% |
Q1 2023 | $5,208,658 | +4.4% | 127,914 | -0.3% | 1.37% | +4.7% |
Q4 2022 | $4,991,259 | +15.7% | 128,343 | +2.6% | 1.30% | +3.4% |
Q3 2022 | $4,314,000 | – | 125,087 | – | 1.26% | – |
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% |