SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 328 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,362 | -11.2% | 33,022 | -7.0% | 0.32% | -9.6% |
Q2 2023 | $1,534 | +4.4% | 35,514 | -1.6% | 0.36% | -0.6% |
Q1 2023 | $1,469 | -16.8% | 36,087 | -20.5% | 0.36% | -22.8% |
Q4 2022 | $1,766 | -99.9% | 45,420 | -45.5% | 0.46% | -46.2% |
Q3 2022 | $2,875,000 | +7.3% | 83,371 | +14.5% | 0.86% | +9.7% |
Q2 2022 | $2,680,000 | +43.6% | 72,787 | +62.9% | 0.79% | +45.2% |
Q1 2022 | $1,866,000 | -32.0% | 44,694 | -31.6% | 0.54% | -39.0% |
Q4 2021 | $2,746,000 | +26.4% | 65,382 | +17.4% | 0.89% | -32.7% |
Q3 2021 | $2,173,000 | +24.1% | 55,712 | +25.8% | 1.32% | +9.9% |
Q2 2021 | $1,751,000 | -1.0% | 44,289 | -5.1% | 1.20% | -10.6% |
Q1 2021 | $1,768,000 | -5.5% | 46,648 | -14.2% | 1.34% | -7.3% |
Q4 2020 | $1,870,000 | +22.9% | 54,388 | +8.0% | 1.45% | +15.4% |
Q3 2020 | $1,521,000 | +56.6% | 50,375 | +50.4% | 1.26% | +55.1% |
Q2 2020 | $971,000 | – | 33,496 | – | 0.81% | – |
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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% |