NewSquare Capital LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,030,349
-4.2%
97,682
+0.4%
0.43%
-2.5%
Q2 2023$4,204,928
+5.3%
97,336
-0.7%
0.44%
-7.4%
Q1 2023$3,991,445
-1.1%
98,022
-5.6%
0.47%
-6.3%
Q4 2022$4,037,525
+10.1%
103,819
-2.3%
0.50%
+10.0%
Q3 2022$3,667,000
+26.9%
106,316
+35.5%
0.46%
+23.8%
Q2 2022$2,889,000
-17.0%
78,455
-5.9%
0.37%
+0.3%
Q1 2022$3,480,000
+5.5%
83,365
+6.2%
0.37%
+5.7%
Q4 2021$3,298,000
+18.0%
78,525
+9.6%
0.35%
+6.7%
Q3 2021$2,794,000
-1.9%
71,645
-0.5%
0.33%
-3.0%
Q2 2021$2,848,000
+8.0%
72,020
+3.5%
0.34%
-2.6%
Q1 2021$2,637,000
+14.4%
69,580
+3.8%
0.35%
+7.1%
Q4 2020$2,305,000
+13.9%
67,0350.0%0.32%
-0.6%
Q3 2020$2,024,000
+7.8%
67,035
+3.4%
0.32%
+1.2%
Q2 2020$1,878,000
+17.3%
64,810
+4.6%
0.32%
+8.4%
Q1 2020$1,601,00061,9600.30%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 582,827$25,178,11217.13%
Willis Johnson & Associates, Inc. 3,445,951$148,865,09215.87%
Fortune 45 LLC 352,744$15,239,97415.53%
NICOLET ADVISORY SERVICES, LLC 3,297,807$141,311,04515.51%
Whitcomb & Hess, Inc. 929,377$40,149,07414.66%
Compton Financial Group, LLC 875,283$37,812,21814.26%
Michael S. Ryan, Inc. 349,837$15,154,95514.01%
NICOLET BANKSHARES INC 1,137,411$49,136,15513.95%
Leicht Financial Planning & Wealth Management, Inc. 478,694$20,679,57112.49%
Measured Wealth Private Client Group, LLC 754,600$32,598,73012.38%
View complete list of SPDR SER TR shareholders