Capital Square, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 465 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.

Quarter-by-quarter ownership
Capital Square, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$575,000
+7.5%
13,604
+0.5%
0.40%
+4.7%
Q3 2021$535,000
+3.5%
13,536
+3.5%
0.38%
-0.5%
Q2 2021$517,000
-3.5%
13,084
-5.7%
0.38%
-4.5%
Q1 2021$536,000
+10.1%
13,882
-2.2%
0.40%
-2.2%
Q4 2020$487,000
+15.4%
14,188
+1.3%
0.41%
-6.6%
Q3 2020$422,00014,0030.44%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 582,827$25,178,11217.13%
Willis Johnson & Associates, Inc. 3,445,951$148,865,09215.87%
Fortune 45 LLC 352,744$15,239,97415.53%
NICOLET ADVISORY SERVICES, LLC 3,297,807$141,311,04515.51%
Whitcomb & Hess, Inc. 929,377$40,149,07414.66%
Compton Financial Group, LLC 875,283$37,812,21814.26%
Michael S. Ryan, Inc. 349,837$15,154,95514.01%
NICOLET BANKSHARES INC 1,137,411$49,136,15513.95%
Leicht Financial Planning & Wealth Management, Inc. 478,694$20,679,57112.49%
Measured Wealth Private Client Group, LLC 754,600$32,598,73012.38%
View complete list of SPDR SER TR shareholders