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 | $369,582 | +57.2% | 8,957 | +64.6% | 0.01% | +66.7% |
| Q2 2023 | $235,108 | -38.3% | 5,442 | -40.3% | 0.00% | -62.5% |
| Q1 2022 | $381,000 | +28.7% | 9,115 | +29.2% | 0.01% | +33.3% |
| Q4 2021 | $296,000 | +40.3% | 7,054 | +30.4% | 0.01% | +50.0% |
| Q3 2021 | $211,000 | -42.7% | 5,410 | -57.4% | 0.00% | -88.6% |
| Q2 2020 | $368,000 | -45.6% | 12,697 | -51.6% | 0.04% | -46.2% |
| Q1 2020 | $677,000 | +15.1% | 26,217 | +35.1% | 0.06% | -12.2% |
| Q1 2019 | $588,000 | – | 19,402 | – | 0.07% | – |
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% |