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 | $7,286,268 | -2.0% | 176,594 | +2.6% | 1.76% | -2.8% |
| Q2 2023 | $7,432,526 | +11.9% | 172,049 | +5.5% | 1.80% | +3.0% |
| Q1 2023 | $6,645,024 | +0.7% | 163,108 | -3.9% | 1.75% | -14.5% |
| Q4 2022 | $6,597,540 | +12.7% | 169,646 | +4.1% | 2.05% | +12.5% |
| Q3 2022 | $5,854,000 | +0.8% | 163,010 | +3.4% | 1.82% | +1.6% |
| Q2 2022 | $5,805,000 | – | 157,657 | – | 1.79% | – |
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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% |