EXENCIAL WEALTH ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 469 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.3%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$394,849
+25.7%
9,570
+31.7%
0.02%
+35.7%
Q2 2023$314,008
-2.3%
7,269
-8.0%
0.01%
-17.6%
Q1 2023$321,557
+4.7%
7,897
+0.0%
0.02%
+6.2%
Q4 2022$307,073
+12.9%
7,896
-0.0%
0.02%0.0%
Q3 2022$272,000
-6.5%
7,897
+0.0%
0.02%0.0%
Q2 2022$291,000
-11.6%
7,896
+0.1%
0.02%
-5.9%
Q1 2022$329,0000.0%7,887
+0.6%
0.02%
+6.2%
Q4 2021$329,000
+7.2%
7,837
+0.8%
0.02%
-5.9%
Q2 2021$307,000
+4.4%
7,774
+0.4%
0.02%0.0%
Q1 2021$294,000
+10.9%
7,745
+0.5%
0.02%
-5.6%
Q4 2020$265,000
+15.2%
7,705
-2.9%
0.02%
-10.0%
Q2 2020$230,0007,9330.02%
Other shareholders
SPDR SER TR shareholders Q3 2021
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