SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 671 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,454,877 | -10.8% | 35,261 | -6.6% | 0.06% | 0.0% |
Q2 2023 | $1,630,945 | +21.1% | 37,753 | +14.1% | 0.06% | +20.4% |
Q1 2023 | $1,346,973 | +1.7% | 33,079 | -2.9% | 0.05% | -5.8% |
Q4 2022 | $1,324,780 | +9.0% | 34,065 | -3.3% | 0.05% | -3.7% |
Q3 2022 | $1,215,000 | -8.7% | 35,241 | -2.5% | 0.05% | -3.6% |
Q2 2022 | $1,331,000 | -13.5% | 36,141 | -1.9% | 0.06% | +3.7% |
Q1 2022 | $1,538,000 | -0.5% | 36,843 | +0.2% | 0.05% | +3.8% |
Q4 2021 | $1,545,000 | +8.0% | 36,781 | +0.2% | 0.05% | -1.9% |
Q3 2021 | $1,431,000 | +292.1% | 36,694 | +297.4% | 0.05% | +231.2% |
Q2 2021 | $365,000 | +4.9% | 9,234 | +0.5% | 0.02% | -11.1% |
Q1 2021 | $348,000 | +26.5% | 9,187 | +15.1% | 0.02% | +12.5% |
Q4 2020 | $275,000 | -25.9% | 7,983 | -34.8% | 0.02% | -33.3% |
Q3 2020 | $371,000 | +689.4% | 12,253 | +648.5% | 0.02% | +700.0% |
Q2 2020 | $47,000 | -44.7% | 1,637 | -50.3% | 0.00% | -57.1% |
Q1 2020 | $85,000 | – | 3,293 | – | 0.01% | – |
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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% |