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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,032,078 | -18.1% | 25,014 | -14.2% | 0.00% | 0.0% |
Q2 2023 | $1,260,101 | +19.4% | 29,169 | +12.5% | 0.00% | 0.0% |
Q1 2023 | $1,055,707 | +34.9% | 25,926 | +28.8% | 0.00% | 0.0% |
Q4 2022 | $782,739 | -26.7% | 20,127 | -35.0% | 0.00% | 0.0% |
Q3 2022 | $1,068,000 | +69.0% | 30,968 | +80.4% | 0.00% | 0.0% |
Q2 2022 | $632,000 | -9.1% | 17,168 | +3.1% | 0.00% | 0.0% |
Q1 2022 | $695,000 | +66.7% | 16,645 | +57.8% | 0.00% | 0.0% |
Q2 2021 | $417,000 | -76.7% | 10,551 | -84.7% | 0.00% | -75.0% |
Q1 2020 | $1,787,000 | +99.2% | 69,171 | +169.3% | 0.00% | +100.0% |
Q4 2019 | $897,000 | – | 25,686 | – | 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% |