SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 693 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,239,334 | -43.2% | 30,037 | -40.6% | 0.72% | -33.4% |
| Q2 2023 | $2,182,767 | +11.7% | 50,527 | +5.3% | 1.09% | -4.6% |
| Q1 2023 | $1,953,380 | +9.5% | 47,971 | +4.6% | 1.14% | +16.0% |
| Q4 2022 | $1,784,351 | +14.3% | 45,882 | +1.4% | 0.98% | -13.6% |
| Q3 2022 | $1,561,000 | +0.5% | 45,264 | +7.2% | 1.14% | +10.9% |
| Q2 2022 | $1,554,000 | +4.4% | 42,205 | +18.4% | 1.03% | -20.8% |
| Q1 2022 | $1,489,000 | +7.3% | 35,657 | +7.9% | 1.30% | +47.6% |
| Q4 2021 | $1,388,000 | +17.6% | 33,045 | +9.2% | 0.88% | -22.6% |
| Q3 2021 | $1,180,000 | +15.9% | 30,268 | +17.5% | 1.13% | +19.7% |
| Q2 2021 | $1,018,000 | +8.6% | 25,750 | +4.2% | 0.95% | -7.0% |
| Q1 2021 | $937,000 | +26.5% | 24,721 | +14.7% | 1.02% | +9.6% |
| Q4 2020 | $741,000 | – | 21,554 | – | 0.93% | – |
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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% |