SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 701 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,153,423 | -25.0% | 27,955 | -21.5% | 0.51% | -15.7% |
Q2 2023 | $1,538,827 | +3.2% | 35,621 | -2.7% | 0.60% | -4.3% |
Q1 2023 | $1,491,004 | +6.5% | 36,616 | +1.7% | 0.63% | -3.1% |
Q4 2022 | $1,400,507 | +14.0% | 36,012 | +1.2% | 0.65% | -1.4% |
Q3 2022 | $1,228,000 | -24.5% | 35,595 | -19.4% | 0.66% | -21.0% |
Q2 2022 | $1,627,000 | -4.2% | 44,179 | +8.5% | 0.84% | -15.7% |
Q1 2022 | $1,699,000 | -0.5% | 40,704 | +0.1% | 0.99% | +16.9% |
Q4 2021 | $1,707,000 | +18.1% | 40,647 | +9.7% | 0.85% | +4.7% |
Q3 2021 | $1,445,000 | +10.6% | 37,054 | +12.1% | 0.81% | +21.7% |
Q2 2021 | $1,307,000 | – | 33,053 | – | 0.66% | – |
Download |
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% |