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 | $9,709 | -30.0% | 235,302 | -26.7% | 0.72% | -27.0% |
Q2 2023 | $13,868 | -52.6% | 321,019 | -55.3% | 0.98% | -55.1% |
Q1 2023 | $29,243 | +74.5% | 718,147 | +66.7% | 2.19% | +67.0% |
Q4 2022 | $16,757 | -99.9% | 430,893 | -11.4% | 1.31% | -5.6% |
Q3 2022 | $16,765,000 | +56.8% | 486,069 | +67.4% | 1.39% | +67.6% |
Q2 2022 | $10,690,000 | -17.4% | 290,325 | -6.4% | 0.83% | +3.5% |
Q1 2022 | $12,944,000 | -0.9% | 310,027 | -0.3% | 0.80% | +8.1% |
Q4 2021 | $13,066,000 | -28.2% | 311,085 | -33.3% | 0.74% | -32.1% |
Q3 2021 | $18,186,000 | +36.1% | 466,300 | +38.0% | 1.09% | +35.5% |
Q2 2021 | $13,359,000 | -10.9% | 337,864 | -14.6% | 0.80% | -19.4% |
Q1 2021 | $14,990,000 | +54.2% | 395,521 | +39.9% | 1.00% | +39.9% |
Q4 2020 | $9,721,000 | +49.2% | 282,678 | +31.1% | 0.71% | +22.7% |
Q3 2020 | $6,514,000 | – | 215,681 | – | 0.58% | – |
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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% |