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 | $1,562,539 | -3.0% | 37,871 | +1.5% | 1.14% | +3.1% |
| Q2 2023 | $1,611,592 | +5.8% | 37,305 | -0.3% | 1.11% | -3.3% |
| Q1 2023 | $1,523,360 | +8.1% | 37,411 | +3.2% | 1.15% | +1.4% |
| Q4 2022 | $1,409,139 | +8.2% | 36,234 | -4.0% | 1.13% | +1.4% |
| Q3 2022 | $1,302,000 | -4.1% | 37,750 | +5.2% | 1.11% | +8.7% |
| Q2 2022 | $1,357,000 | – | 35,867 | – | 1.02% | – |
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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% |