SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 671 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $353,592 | -14.3% | 8,683 | -8.8% | 0.12% | -18.8% |
Q2 2023 | $412,580 | -1.9% | 9,524 | -10.4% | 0.14% | -23.0% |
Q4 2022 | $420,554 | +6.7% | 10,628 | -1.5% | 0.19% | -4.1% |
Q3 2022 | $394,000 | -5.5% | 10,790 | -3.4% | 0.20% | -12.2% |
Q2 2022 | $417,000 | -17.8% | 11,175 | -6.1% | 0.22% | -4.3% |
Q4 2021 | $507,000 | -3.8% | 11,907 | -11.0% | 0.23% | -13.1% |
Q3 2021 | $527,000 | +3.3% | 13,382 | +4.6% | 0.27% | +3.1% |
Q2 2021 | $510,000 | +34.9% | 12,790 | +34.0% | 0.26% | +32.1% |
Q1 2021 | $378,000 | +31.2% | 9,542 | +17.6% | 0.20% | +10.7% |
Q4 2020 | $288,000 | – | 8,113 | – | 0.18% | – |
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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% |