SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 701 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $650,104 | -3.0% | 15,756 | +1.6% | 0.44% | -0.5% |
| Q2 2023 | $670,037 | +6.3% | 15,510 | +0.2% | 0.44% | -14.2% |
| Q1 2023 | $630,188 | +2.7% | 15,476 | -1.9% | 0.51% | +34.6% |
| Q4 2022 | $613,534 | +3.5% | 15,776 | -8.3% | 0.38% | -2.3% |
| Q3 2022 | $593,000 | -7.5% | 17,196 | -1.3% | 0.39% | +6.0% |
| Q2 2022 | $641,000 | -14.1% | 17,417 | -2.5% | 0.37% | -0.3% |
| Q1 2022 | $746,000 | +33.7% | 17,867 | +34.4% | 0.37% | +31.7% |
| Q4 2021 | $558,000 | +11.4% | 13,295 | +3.5% | 0.28% | -2.1% |
| Q3 2021 | $501,000 | -5.1% | 12,845 | -3.2% | 0.29% | -12.8% |
| Q2 2021 | $528,000 | +2.7% | 13,270 | 0.0% | 0.33% | +6.8% |
| Q1 2021 | $514,000 | +50.7% | 13,270 | +37.8% | 0.31% | +18.5% |
| Q4 2020 | $341,000 | – | 9,630 | – | 0.26% | – |
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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% |