Sowell Financial Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 231 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,037,000
-68.8%
25,127
-67.4%
0.06%
-65.1%
Q2 2023$3,328,000
+469956.5%
77,043
+343.2%
0.19%
+238.2%
Q1 2023$708
-45.5%
17,383
-48.0%
0.06%
-34.5%
Q4 2022$1,300
-99.9%
33,415
-5.8%
0.08%
-31.7%
Q3 2022$1,223,000
+32.2%
35,461
+61.0%
0.12%
+132.1%
Q4 2021$925,000
+15.9%
22,020
+7.7%
0.05%
-1.9%
Q3 2021$798,000
-4.1%
20,452
-2.8%
0.05%
-1.8%
Q2 2021$832,000
-4.3%
21,035
-2.9%
0.06%
+83.3%
Q1 2021$869,000
+22.4%
21,671
+5.0%
0.03%0.0%
Q4 2020$710,000
-31.7%
20,640
-40.1%
0.03%
-42.3%
Q3 2020$1,040,000
+20700.0%
34,451
+20406.5%
0.05%
Q2 2020$5,000
-28.6%
168
-39.6%
0.00%
-100.0%
Q1 2020$7,000
-92.0%
278
-89.0%
0.00%
-85.7%
Q4 2019$88,000
-82.1%
2,517
-83.6%
0.01%
-82.9%
Q3 2019$491,000
+88.1%
15,359
+59.9%
0.04%
+10.8%
Q4 2018$261,0009,6040.04%
Other shareholders
SPDR SER TR shareholders Q1 2019
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