SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 700 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $466,645 | -19.7% | 10,007 | -29.0% | 0.04% | -31.1% |
| Q3 2023 | $581,212 | -12.4% | 14,087 | -8.3% | 0.06% | -14.1% |
| Q2 2023 | $663,429 | +6.0% | 15,357 | -0.1% | 0.07% | 0.0% |
| Q1 2023 | $625,727 | +3.0% | 15,367 | -1.6% | 0.07% | +2.9% |
| Q4 2022 | $607,359 | -61.9% | 15,617 | -73.4% | 0.07% | -80.6% |
| Q4 2018 | $1,593,000 | – | 58,660 | – | 0.36% | – |
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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% |