SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 592 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.42 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $689,283 | -13.8% | 16,706 | -9.8% | 0.07% | -11.1% |
| Q2 2023 | $800,037 | +2.3% | 18,519 | -7.9% | 0.08% | +131.4% |
| Q4 2022 | $781,793 | +20.1% | 20,102 | +6.4% | 0.04% | -7.9% |
| Q3 2022 | $651,000 | -2.8% | 18,885 | +5.1% | 0.04% | -36.7% |
| Q2 2022 | $670,000 | -60.8% | 17,973 | -56.1% | 0.06% | -37.5% |
| Q1 2022 | $1,709,000 | +202.5% | 40,936 | +204.1% | 0.10% | +100.0% |
| Q4 2021 | $565,000 | -67.3% | 13,461 | -70.5% | 0.05% | -65.2% |
| Q1 2021 | $1,729,000 | -68.6% | 45,626 | -71.5% | 0.14% | -72.9% |
| Q4 2020 | $5,512,000 | – | 160,293 | – | 0.51% | – |
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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% |