Castleview Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 593 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$646,020
-4.1%
15,657
+0.5%
0.60%
-1.6%
Q2 2023$673,315
+3.7%
15,586
-2.2%
0.61%
+5.6%
Q1 2023$649,041
+5.3%
15,939
+0.5%
0.58%
-4.2%
Q4 2022$616,523
+13.7%
15,853
+0.8%
0.60%
+15.8%
Q3 2022$542,000
-28.7%
15,722
+196425.0%
0.52%
+51700.0%
Q2 2022$760,000
+3.8%
8
-100.0%
0.00%
-99.8%
Q1 2022$732,000
-95.7%
17,320
-97.6%
0.46%
+232.1%
Q4 2021$17,156,000
+2096.7%
720,552
+3549.5%
0.14%
-59.9%
Q2 2021$781,00019,7440.34%
Other shareholders
SPDR SER TR shareholders Q2 2022
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