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 | $322,447 | -4.5% | 7,815 | 0.0% | 0.30% | -1.3% |
Q2 2023 | $337,608 | +6.1% | 7,815 | 0.0% | 0.31% | -3.2% |
Q1 2023 | $318,227 | +4.7% | 7,815 | 0.0% | 0.32% | -4.0% |
Q4 2022 | $303,925 | +12.6% | 7,815 | 0.0% | 0.33% | +9.7% |
Q3 2022 | $270,000 | -6.2% | 7,815 | 0.0% | 0.30% | -2.9% |
Q2 2022 | $288,000 | -11.7% | 7,815 | 0.0% | 0.31% | +5.5% |
Q1 2022 | $326,000 | -0.6% | 7,815 | 0.0% | 0.29% | +3.5% |
Q4 2021 | $328,000 | – | 7,815 | – | 0.28% | – |
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% |