SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 693 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $117,417,868 | +19937.8% | 2,845,804 | +20880.6% | 0.03% | – |
Q2 2023 | $585,981 | +53.0% | 13,564 | +44.2% | 0.00% | – |
Q1 2023 | $382,952 | -21.5% | 9,405 | -25.0% | 0.00% | – |
Q4 2022 | $487,638 | +5.3% | 12,539 | -6.7% | 0.00% | – |
Q3 2022 | $463,000 | -5.7% | 13,438 | +0.7% | 0.00% | – |
Q2 2022 | $491,000 | -19.8% | 13,338 | -9.0% | 0.00% | – |
Q1 2022 | $612,000 | -27.1% | 14,654 | -26.7% | 0.00% | – |
Q4 2021 | $839,000 | +37.1% | 19,988 | +27.3% | 0.00% | – |
Q3 2021 | $612,000 | -1.8% | 15,704 | -0.4% | 0.00% | – |
Q2 2021 | $623,000 | +3.3% | 15,766 | -0.9% | 0.00% | – |
Q1 2021 | $603,000 | -7.1% | 15,917 | -15.6% | 0.00% | – |
Q4 2020 | $649,000 | -63.5% | 18,852 | -67.9% | 0.00% | – |
Q3 2020 | $1,776,000 | +272.3% | 58,817 | +257.0% | 0.00% | – |
Q2 2020 | $477,000 | +3.9% | 16,475 | -7.4% | 0.00% | – |
Q1 2020 | $459,000 | -26.4% | 17,782 | -0.5% | 0.00% | – |
Q4 2019 | $624,000 | +16.2% | 17,867 | +6.4% | 0.00% | – |
Q3 2019 | $537,000 | +11.9% | 16,791 | +9.5% | 0.00% | – |
Q2 2019 | $480,000 | -3.8% | 15,336 | -6.9% | 0.00% | – |
Q1 2019 | $499,000 | -6.7% | 16,476 | -16.3% | 0.00% | – |
Q4 2018 | $535,000 | -39.3% | 19,689 | -30.5% | 0.00% | – |
Q3 2018 | $881,000 | -3.4% | 28,311 | -8.1% | 0.00% | – |
Q2 2018 | $912,000 | -1.4% | 30,796 | -2.2% | 0.00% | – |
Q1 2018 | $925,000 | -10.7% | 31,476 | -6.7% | 0.00% | – |
Q4 2017 | $1,036,000 | -2.8% | 33,754 | +269.3% | 0.00% | – |
Q3 2017 | $1,066,000 | -1.6% | 9,139 | -4.0% | 0.00% | – |
Q2 2017 | $1,083,000 | -1.7% | 9,524 | -2.6% | 0.00% | – |
Q1 2017 | $1,102,000 | +24.8% | 9,774 | +21.2% | 0.00% | – |
Q4 2016 | $883,000 | -18.7% | 8,065 | -23.6% | 0.00% | – |
Q3 2016 | $1,086,000 | -3.2% | 10,550 | -5.6% | 0.00% | – |
Q2 2016 | $1,122,000 | +439.4% | 11,175 | +424.9% | 0.00% | – |
Q1 2016 | $208,000 | – | 2,129 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Choice Wealth Advisors, LLC | 582,827 | $25,178,112 | 17.13% |
Willis Johnson & Associates, Inc. | 3,445,951 | $148,865,092 | 15.87% |
Fortune 45 LLC | 352,744 | $15,239,974 | 15.53% |
NICOLET ADVISORY SERVICES, LLC | 3,297,807 | $141,311,045 | 15.51% |
Whitcomb & Hess, Inc. | 929,377 | $40,149,074 | 14.66% |
Compton Financial Group, LLC | 875,283 | $37,812,218 | 14.26% |
Michael S. Ryan, Inc. | 349,837 | $15,154,955 | 14.01% |
NICOLET BANKSHARES INC | 1,137,411 | $49,136,155 | 13.95% |
Leicht Financial Planning & Wealth Management, Inc. | 478,694 | $20,679,571 | 12.49% |
Measured Wealth Private Client Group, LLC | 754,600 | $32,598,730 | 12.38% |