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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $263,255 | -21.4% | 6,380 | -17.7% | 0.01% | -29.4% |
Q2 2023 | $334,729 | -4.9% | 7,748 | -10.3% | 0.02% | -19.0% |
Q1 2023 | $351,913 | -1.1% | 8,642 | -5.5% | 0.02% | -12.5% |
Q4 2022 | $355,710 | +30.3% | 9,147 | +15.7% | 0.02% | +14.3% |
Q3 2022 | $273,000 | -4.9% | 7,904 | +1.3% | 0.02% | -4.5% |
Q2 2022 | $287,000 | +7.1% | 7,799 | +21.5% | 0.02% | +15.8% |
Q1 2022 | $268,000 | +22.9% | 6,418 | +23.8% | 0.02% | +18.8% |
Q4 2021 | $218,000 | +7.9% | 5,184 | +0.1% | 0.02% | +6.7% |
Q3 2021 | $202,000 | -65.5% | 5,180 | -66.5% | 0.02% | -72.2% |
Q1 2021 | $586,000 | +32.9% | 15,461 | +5.8% | 0.05% | +8.0% |
Q3 2020 | $441,000 | +4.3% | 14,613 | +0.1% | 0.05% | -12.3% |
Q2 2020 | $423,000 | -3.2% | 14,599 | -13.7% | 0.06% | -28.8% |
Q1 2020 | $437,000 | -18.9% | 16,923 | +9.7% | 0.08% | +9.6% |
Q4 2019 | $539,000 | +14.7% | 15,433 | +5.0% | 0.07% | 0.0% |
Q3 2019 | $470,000 | +31.7% | 14,702 | +28.9% | 0.07% | +28.1% |
Q2 2019 | $357,000 | – | 11,409 | – | 0.06% | – |
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% |