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 | $1,269,525 | -7.1% | 31,525 | +1.7% | 0.07% | -4.2% |
| Q2 2023 | $1,365,938 | +14.6% | 31,002 | +6.8% | 0.07% | +1.4% |
| Q1 2023 | $1,192,126 | -2.5% | 29,034 | +0.4% | 0.07% | -6.7% |
| Q4 2022 | $1,223,246 | +20.2% | 28,932 | +9.3% | 0.08% | +2.7% |
| Q3 2022 | $1,018,000 | -3.0% | 26,462 | -1.7% | 0.07% | -3.9% |
| Q2 2022 | $1,050,000 | +6.2% | 26,930 | +5.1% | 0.08% | 0.0% |
| Q1 2022 | $989,000 | +10.0% | 25,628 | +16.5% | 0.08% | +18.8% |
| Q4 2021 | $899,000 | +15.6% | 21,993 | +16.7% | 0.06% | +16.4% |
| Q3 2021 | $778,000 | -10.8% | 18,839 | -14.0% | 0.06% | +71.9% |
| Q2 2021 | $872,000 | – | 21,896 | – | 0.03% | – |
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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% |