SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 593 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $974,462 | -0.9% | 23,618 | +3.7% | 1.01% | -0.6% |
| Q2 2023 | $983,534 | +17.8% | 22,767 | +11.0% | 1.02% | +9.6% |
| Q1 2023 | $835,219 | -4.4% | 20,511 | -8.7% | 0.93% | -1.5% |
| Q4 2022 | $873,449 | +3.0% | 22,460 | -8.6% | 0.94% | -13.4% |
| Q3 2022 | $848,000 | -2.9% | 24,583 | +3.6% | 1.08% | +3.0% |
| Q2 2022 | $873,000 | -8.2% | 23,718 | +4.1% | 1.05% | +10.8% |
| Q1 2022 | $951,000 | +2.0% | 22,775 | +2.6% | 0.95% | +25.3% |
| Q4 2021 | $932,000 | – | 22,196 | – | 0.76% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 582,827 | $25,178,112 | 17.13% |
| Willis Johnson & Associates, Inc. | 3,445,951 | $148,865,092 | 15.87% |
| Fortune 45 LLC | 352,744 | $15,239,974 | 15.53% |
| NICOLET ADVISORY SERVICES, LLC | 3,297,807 | $141,311,045 | 15.51% |
| Whitcomb & Hess, Inc. | 929,377 | $40,149,074 | 14.66% |
| Compton Financial Group, LLC | 875,283 | $37,812,218 | 14.26% |
| Michael S. Ryan, Inc. | 349,837 | $15,154,955 | 14.01% |
| NICOLET BANKSHARES INC | 1,137,411 | $49,136,155 | 13.95% |
| Leicht Financial Planning & Wealth Management, Inc. | 478,694 | $20,679,571 | 12.49% |
| Measured Wealth Private Client Group, LLC | 754,600 | $32,598,730 | 12.38% |