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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,927,392 | -24.1% | 114,060 | -28.5% | 3.33% | -26.7% |
| Q1 2023 | $6,494,270 | -5.1% | 159,486 | -9.4% | 4.54% | -11.1% |
| Q4 2022 | $6,842,000 | +10.9% | 175,937 | -1.7% | 5.10% | +3.0% |
| Q3 2022 | $6,172,000 | -4.3% | 178,963 | +2.2% | 4.95% | -0.8% |
| Q2 2022 | $6,447,000 | +2.1% | 175,084 | +15.7% | 4.99% | +3.1% |
| Q1 2022 | $6,317,000 | +16.7% | 151,300 | +17.4% | 4.84% | +15.7% |
| Q4 2021 | $5,412,000 | – | 128,857 | – | 4.19% | – |
Download | ||||||
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% |