WealthPlan Investment Management, LLC - SPDR SER TR ownership

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
WealthPlan Investment Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$610,799
-35.8%
14,529
-39.5%
0.04%
-37.7%
Q3 2022$951,000
+5.3%
24,032
+5.6%
0.07%
+9.5%
Q1 2022$903,00022,7500.06%
Other shareholders
SPDR SER TR shareholders Q2 2022
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