Bison Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 577 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.4%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$355,000
+706.8%
10,295
+753.6%
0.14%
+456.0%
Q2 2022$44,000
-12.0%
1,2060.0%0.02%0.0%
Q1 2022$50,000
-2.0%
1,2060.0%0.02%
-16.7%
Q4 2021$51,000
+8.5%
1,2060.0%0.03%
+42.9%
Q3 2021$47,000
+51.6%
1,206
+56.2%
0.02%
+50.0%
Q2 2021$31,000
+6.9%
7720.0%0.01%
+16.7%
Q1 2021$29,000
+7.4%
7720.0%0.01%
-7.7%
Q4 2020$27,000
+17.4%
7720.0%0.01%0.0%
Q3 2020$23,000
+4.5%
7720.0%0.01%
-7.1%
Q2 2020$22,000
+10.0%
7720.0%0.01%
-6.7%
Q1 2020$20,000
-25.9%
7720.0%0.02%
+15.4%
Q4 2019$27,0007720.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 574,500$23,703,88916.74%
NICOLET ADVISORY SERVICES, LLC 3,399,773$138,438,74515.33%
ERTS Wealth Advisors, LLC 1,521,729$62,786,54515.12%
Willis Johnson & Associates, Inc. 3,521,640$145,302,88414.90%
Whitcomb & Hess, Inc. 937,282$38,672,26314.45%
NICOLET BANKSHARES INC 1,121,016$46,253,12014.19%
Michael S. Ryan, Inc. 359,784$14,585,66213.92%
Compton Financial Group, LLC 868,062$35,816,25313.61%
Measured Wealth Private Client Group, LLC 746,697$30,808,72312.39%
KWB Wealth 1,751,490$75,664,36212.14%
View complete list of SPDR SER TR shareholders