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 582,827$25,178,11217.13%
Willis Johnson & Associates, Inc. 3,445,951$148,865,09215.87%
Fortune 45 LLC 352,744$15,239,97415.53%
NICOLET ADVISORY SERVICES, LLC 3,297,807$141,311,04515.51%
Whitcomb & Hess, Inc. 929,377$40,149,07414.66%
Compton Financial Group, LLC 875,283$37,812,21814.26%
Michael S. Ryan, Inc. 349,837$15,154,95514.01%
NICOLET BANKSHARES INC 1,137,411$49,136,15513.95%
Leicht Financial Planning & Wealth Management, Inc. 478,694$20,679,57112.49%
Measured Wealth Private Client Group, LLC 754,600$32,598,73012.38%
View complete list of SPDR SER TR shareholders