Measured Wealth Private Client Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 469 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.3%.

Quarter-by-quarter ownership
Measured Wealth Private Client Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$30,808,723
-5.5%
746,697
-1.0%
12.39%
+0.1%
Q2 2023$32,598,730
-4.1%
754,600
-9.6%
12.38%
-5.5%
Q1 2023$34,007,096
+4.2%
835,145
-0.5%
13.10%
-2.5%
Q4 2022$32,632,896
+36.1%
839,108
+20.7%
13.44%
+26.8%
Q3 2022$23,977,000
-16.7%
695,186
-11.1%
10.59%
-16.7%
Q2 2022$28,791,000
-20.2%
781,933
-9.6%
12.71%
-4.2%
Q1 2022$36,093,000
-2.7%
864,499
-2.2%
13.27%
+1.2%
Q4 2021$37,112,000
+5.3%
883,609
-2.2%
13.12%
-3.3%
Q3 2021$35,245,000
-22.5%
903,722
-21.4%
13.57%
-6.2%
Q2 2021$45,450,000
+7.9%
1,149,470
+3.4%
14.47%
-3.2%
Q1 2021$42,124,000
+15.8%
1,111,461
+5.1%
14.94%
-1.4%
Q4 2020$36,378,000
+18.9%
1,057,816
+4.4%
15.15%
+2.3%
Q3 2020$30,608,000
+12.9%
1,013,519
+8.4%
14.81%
-6.3%
Q2 2020$27,106,000
+37.3%
935,346
+22.4%
15.81%
+2.9%
Q1 2020$19,741,000
-18.9%
763,956
+9.6%
15.37%
-5.3%
Q4 2019$24,337,000
+70.6%
697,142
+56.2%
16.23%
+76.0%
Q3 2019$14,262,000
+503.3%
446,239
+490.4%
9.22%
+575.5%
Q2 2019$2,364,00075,5881.36%
Other shareholders
SPDR SER TR shareholders Q3 2021
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