SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 592 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.42 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $909,371 | -6.1% | 22,040 | -1.7% | 0.02% | -5.9% |
| Q2 2023 | $968,156 | +0.1% | 22,411 | -5.7% | 0.02% | -22.7% |
| Q1 2023 | $967,671 | -9.6% | 23,764 | -13.7% | 0.02% | -15.4% |
| Q4 2022 | $1,070,447 | +226.4% | 27,525 | +189.2% | 0.03% | +160.0% |
| Q3 2022 | $328,000 | +4.5% | 9,518 | +11.6% | 0.01% | +11.1% |
| Q2 2022 | $314,000 | -50.2% | 8,528 | -43.5% | 0.01% | -43.8% |
| Q1 2022 | $631,000 | – | 15,107 | – | 0.02% | – |
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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% |