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 | $29,777,109 | -0.8% | 721,694 | +3.9% | 10.11% | +1.5% |
| Q2 2023 | $30,018,577 | +4.3% | 694,874 | -1.7% | 9.96% | -0.6% |
| Q1 2023 | $28,780,589 | -1.2% | 706,792 | -5.6% | 10.02% | -2.9% |
| Q4 2022 | $29,128,269 | +12.1% | 748,991 | -0.6% | 10.31% | -13.8% |
| Q3 2022 | $25,983,000 | -6.6% | 753,348 | -0.3% | 11.96% | +4.7% |
| Q2 2022 | $27,824,000 | -7.5% | 755,687 | +4.9% | 11.42% | -9.0% |
| Q1 2022 | $30,066,000 | -1.6% | 720,155 | -1.0% | 12.56% | -13.3% |
| Q4 2021 | $30,542,000 | – | 727,200 | – | 14.48% | – |
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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% |