SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 592 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.42 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,965,682 | +424.8% | 241,534 | +449.4% | 1.67% | +416.7% |
| Q2 2023 | $1,899,059 | +145.4% | 43,960 | +120.9% | 0.32% | +111.1% |
| Q4 2022 | $773,939 | -80.5% | 19,901 | -82.7% | 0.15% | -80.9% |
| Q3 2022 | $3,961,000 | +100.4% | 114,834 | +113.8% | 0.80% | +104.8% |
| Q2 2022 | $1,977,000 | +27.1% | 53,703 | +44.2% | 0.39% | +48.5% |
| Q1 2022 | $1,555,000 | +19.4% | 37,238 | +20.1% | 0.26% | +23.4% |
| Q4 2021 | $1,302,000 | +17.7% | 31,008 | +9.3% | 0.21% | +7.0% |
| Q3 2021 | $1,106,000 | +11.7% | 28,371 | +13.3% | 0.20% | +11.7% |
| Q2 2021 | $990,000 | +17.6% | 25,035 | +12.7% | 0.18% | +9.1% |
| Q1 2021 | $842,000 | +36.5% | 22,215 | +23.8% | 0.16% | +28.1% |
| Q4 2020 | $617,000 | – | 17,938 | – | 0.13% | – |
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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% |