SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 693 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,316 | -8.0% | 1,850 | -3.6% | 0.03% | -7.1% |
| Q2 2023 | $82,928 | +6.1% | 1,920 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $78,167 | +4.7% | 1,920 | 0.0% | 0.03% | +3.7% |
| Q4 2022 | $74,655 | -1.7% | 1,920 | -12.8% | 0.03% | -10.0% |
| Q3 2022 | $75,969 | -6.3% | 2,203 | 0.0% | 0.03% | -6.2% |
| Q2 2022 | $81,101 | +82.1% | 2,203 | +106.5% | 0.03% | +100.0% |
| Q1 2022 | $44,547 | -0.6% | 1,067 | 0.0% | 0.02% | -15.8% |
| Q4 2021 | $44,814 | +7.7% | 1,067 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $41,613 | -70.4% | 1,067 | -73.9% | 0.02% | -74.0% |
| Q4 2020 | $140,730 | +13.9% | 4,092 | 0.0% | 0.07% | 0.0% |
| Q3 2020 | $123,584 | – | 4,092 | – | 0.07% | – |
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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% |