SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 592 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.42 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $688,383 | -4.9% | 16,684 | -0.4% | 0.42% | -0.9% |
Q2 2023 | $723,706 | +6.3% | 16,752 | +0.2% | 0.42% | -3.2% |
Q1 2023 | $680,763 | +10.5% | 16,718 | +5.5% | 0.44% | -4.2% |
Q4 2022 | $616,057 | +11.0% | 15,841 | -1.6% | 0.46% | +11.5% |
Q3 2022 | $555,000 | -6.1% | 16,098 | +0.3% | 0.41% | -1.4% |
Q2 2022 | $591,000 | -11.5% | 16,055 | +0.3% | 0.42% | +6.1% |
Q1 2022 | $668,000 | -2.8% | 16,005 | -2.2% | 0.39% | +3.2% |
Q4 2021 | $687,000 | +12.8% | 16,358 | +4.8% | 0.38% | +3.8% |
Q3 2021 | $609,000 | -1.1% | 15,608 | +0.2% | 0.36% | -1.9% |
Q2 2021 | $616,000 | +4.6% | 15,578 | +0.2% | 0.37% | -5.3% |
Q1 2021 | $589,000 | +10.5% | 15,541 | +0.3% | 0.39% | +2.6% |
Q4 2020 | $533,000 | +14.1% | 15,495 | +0.3% | 0.38% | -0.3% |
Q3 2020 | $467,000 | +2.6% | 15,454 | -1.6% | 0.38% | -10.1% |
Q2 2020 | $455,000 | +12.3% | 15,712 | +0.2% | 0.43% | -9.1% |
Q1 2020 | $405,000 | -11.8% | 15,679 | +19.3% | 0.47% | +9.0% |
Q4 2019 | $459,000 | – | 13,140 | – | 0.43% | – |
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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% |