SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,558,949 | +7.0% | 208,602 | +11.5% | 2.10% | +6.7% |
Q2 2023 | $8,001,081 | +16.8% | 187,029 | +9.7% | 1.96% | +10.7% |
Q1 2023 | $6,848,088 | +11.1% | 170,478 | +9.4% | 1.77% | +8.8% |
Q4 2022 | $6,165,585 | +35.5% | 155,815 | +19.6% | 1.63% | +9.6% |
Q3 2022 | $4,551,000 | – | 130,278 | – | 1.49% | – |
Download |
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% |