SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 701 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $96,136 | -4.5% | 2,330 | 0.0% | 0.04% | -2.6% |
| Q2 2023 | $100,656 | +6.1% | 2,330 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $94,878 | +4.7% | 2,330 | 0.0% | 0.04% | -13.3% |
| Q4 2022 | $90,614 | -86.9% | 2,330 | -88.4% | 0.04% | -86.9% |
| Q3 2022 | $691,000 | +39.6% | 20,029 | +49.0% | 0.34% | +51.1% |
| Q2 2022 | $495,000 | -26.0% | 13,444 | -16.1% | 0.23% | -16.2% |
| Q1 2022 | $669,000 | -38.4% | 16,029 | -38.0% | 0.27% | -38.3% |
| Q4 2021 | $1,086,000 | +4.6% | 25,867 | -2.8% | 0.44% | -5.0% |
| Q3 2021 | $1,038,000 | -1.7% | 26,618 | -0.3% | 0.46% | -2.9% |
| Q2 2021 | $1,056,000 | -11.6% | 26,710 | -15.3% | 0.48% | -20.0% |
| Q1 2021 | $1,195,000 | +2.4% | 31,528 | -7.1% | 0.60% | -5.0% |
| Q4 2020 | $1,167,000 | +21.7% | 33,932 | +6.9% | 0.63% | +5.0% |
| Q3 2020 | $959,000 | -0.1% | 31,748 | -4.2% | 0.60% | -7.9% |
| Q2 2020 | $960,000 | – | 33,133 | – | 0.65% | – |
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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% |