Clear Perspective Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 546 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 1.3%.

Quarter-by-quarter ownership
Clear Perspective Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$558,000
+23.2%
13,276
+14.2%
0.17%
+9.0%
Q3 2021$453,000
+6.1%
11,626
+7.6%
0.16%
+4.7%
Q2 2021$427,000
+9.8%
10,806
+5.4%
0.15%
-2.6%
Q1 2021$389,000
+44.1%
10,253
+30.4%
0.15%
+38.2%
Q4 2020$270,000
-77.5%
7,865
+17.0%
0.11%
-80.4%
Q3 2020$1,198,000
+104.8%
6,721
-59.9%
0.56%
+55.2%
Q4 2019$585,000
-42.4%
16,744
-47.9%
0.36%
-21.5%
Q3 2019$1,016,000
+99.6%
32,135
+97.4%
0.46%
+41.0%
Q2 2019$509,000
+10.9%
16,277
+7.5%
0.33%
+0.3%
Q1 2019$459,000
-1.9%
15,147
-12.1%
0.33%
-16.2%
Q4 2018$468,000
+7.3%
17,230
+23.0%
0.39%
+20.4%
Q3 2018$436,000
+3533.3%
14,008
+3267.3%
0.32%
+3937.5%
Q2 2018$12,000
+1100.0%
416
+1385.7%
0.01%
+700.0%
Q1 2018$1,000280.00%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 582,827$25,178,11217.13%
Willis Johnson & Associates, Inc. 3,445,951$148,865,09215.87%
Fortune 45 LLC 352,744$15,239,97415.53%
NICOLET ADVISORY SERVICES, LLC 3,297,807$141,311,04515.51%
Whitcomb & Hess, Inc. 929,377$40,149,07414.66%
Compton Financial Group, LLC 875,283$37,812,21814.26%
Michael S. Ryan, Inc. 349,837$15,154,95514.01%
NICOLET BANKSHARES INC 1,137,411$49,136,15513.95%
Leicht Financial Planning & Wealth Management, Inc. 478,694$20,679,57112.49%
Measured Wealth Private Client Group, LLC 754,600$32,598,73012.38%
View complete list of SPDR SER TR shareholders