SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 701 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,043,146 | +9.3% | 73,778 | +14.5% | 0.86% | +22.5% |
| Q2 2023 | $2,783,176 | +39.0% | 64,425 | +31.0% | 0.70% | +46.0% |
| Q1 2023 | $2,002,863 | +14.8% | 49,186 | +9.9% | 0.48% | +16.6% |
| Q4 2022 | $1,744,396 | +138.3% | 44,768 | +111.0% | 0.41% | +164.5% |
| Q3 2022 | $732,000 | +51.6% | 21,217 | +75.7% | 0.16% | +72.2% |
| Q2 2022 | $483,000 | +66.6% | 12,076 | +67.2% | 0.09% | +63.6% |
| Q1 2022 | $290,000 | – | 7,222 | – | 0.06% | – |
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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% |