SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 700 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $573,721 | +215.8% | 13,905 | +1593.7% | 0.00% | 0.0% |
| Q2 2023 | $181,679 | -61.4% | 821 | -92.9% | 0.00% | -50.0% |
| Q1 2023 | $470,275 | -25.8% | 11,549 | -29.1% | 0.00% | -33.3% |
| Q4 2022 | $633,829 | -18.9% | 16,298 | -28.1% | 0.00% | -40.0% |
| Q3 2022 | $782,000 | +1403.8% | 22,678 | +1501.6% | 0.01% | – |
| Q2 2022 | $52,000 | -96.8% | 1,416 | -96.4% | 0.00% | -100.0% |
| Q1 2022 | $1,621,000 | +371.2% | 38,825 | +339.9% | 0.01% | +250.0% |
| Q3 2021 | $344,000 | +81.1% | 8,826 | +83.9% | 0.00% | +100.0% |
| Q2 2021 | $190,000 | – | 4,800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 582,827 | $25,178,112 | 17.13% |
| Willis Johnson & Associates, Inc. | 3,445,951 | $148,865,092 | 15.87% |
| Fortune 45 LLC | 352,744 | $15,239,974 | 15.53% |
| NICOLET ADVISORY SERVICES, LLC | 3,297,807 | $141,311,045 | 15.51% |
| Whitcomb & Hess, Inc. | 929,377 | $40,149,074 | 14.66% |
| Compton Financial Group, LLC | 875,283 | $37,812,218 | 14.26% |
| Michael S. Ryan, Inc. | 349,837 | $15,154,955 | 14.01% |
| NICOLET BANKSHARES INC | 1,137,411 | $49,136,155 | 13.95% |
| Leicht Financial Planning & Wealth Management, Inc. | 478,694 | $20,679,571 | 12.49% |
| Measured Wealth Private Client Group, LLC | 754,600 | $32,598,730 | 12.38% |