Smallwood Wealth Investment Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Smallwood Wealth Investment Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$318,568
-4.5%
7,7210.0%0.29%
-2.4%
Q2 2023$333,547
+6.1%
7,7210.0%0.30%
-0.3%
Q1 2023$314,399
+8.9%
7,721
+4.0%
0.30%
+22.1%
Q4 2022$288,603
+12.7%
7,4210.0%0.24%
+6.1%
Q3 2022$256,0007,4210.23%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 574,500$23,703,88916.74%
NICOLET ADVISORY SERVICES, LLC 3,399,773$138,438,74515.33%
ERTS Wealth Advisors, LLC 1,521,729$62,786,54515.12%
Willis Johnson & Associates, Inc. 3,521,640$145,302,88414.90%
Whitcomb & Hess, Inc. 937,282$38,672,26314.45%
NICOLET BANKSHARES INC 1,121,016$46,253,12014.19%
Michael S. Ryan, Inc. 359,784$14,585,66213.92%
Compton Financial Group, LLC 868,062$35,816,25313.61%
Measured Wealth Private Client Group, LLC 746,697$30,808,72312.39%
KWB Wealth 1,751,490$75,664,36212.14%
View complete list of SPDR SER TR shareholders