SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 701 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $544,013 | -4.5% | 13,185 | 0.0% | 0.60% | -3.4% |
Q2 2023 | $569,592 | +3.8% | 13,185 | -2.3% | 0.62% | -0.6% |
Q1 2023 | $549,000 | +4.0% | 13,491 | -0.6% | 0.62% | +74.7% |
Q4 2022 | $528,000 | -72.5% | 13,570 | -72.0% | 0.36% | -67.6% |
Q2 2021 | $1,920,000 | +70.8% | 48,546 | +63.6% | 1.10% | +58.5% |
Q1 2021 | $1,124,000 | – | 29,668 | – | 0.69% | – |
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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% |