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 | $724,113 | -4.5% | 17,550 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $758,160 | +6.1% | 17,550 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $714,636 | +104531.9% | 17,550 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $683 | -99.9% | 17,550 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $605,000 | -6.5% | 17,550 | -0.2% | 0.01% | -10.0% |
| Q2 2022 | $647,000 | -11.9% | 17,585 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $734,000 | -0.7% | 17,585 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $739,000 | +8.0% | 17,585 | +0.2% | 0.01% | +12.5% |
| Q3 2021 | $684,000 | – | 17,550 | – | 0.01% | – |
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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% |