SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 350 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $679,000 | -70.0% | 17,916 | -72.8% | 0.10% | -71.4% |
| Q4 2020 | $2,265,000 | -36.4% | 65,865 | -44.2% | 0.34% | -45.8% |
| Q3 2020 | $3,562,000 | -21.6% | 117,933 | -24.7% | 0.63% | -29.9% |
| Q2 2020 | $4,541,000 | +13.2% | 156,702 | +0.9% | 0.90% | -19.3% |
| Q1 2020 | $4,013,000 | +7.4% | 155,321 | +45.1% | 1.12% | +31.3% |
| Q4 2019 | $3,736,000 | +21.6% | 107,030 | +11.3% | 0.85% | +10.8% |
| Q3 2019 | $3,073,000 | +127.5% | 96,149 | +122.6% | 0.77% | +133.7% |
| Q2 2019 | $1,351,000 | +10.6% | 43,194 | +7.1% | 0.33% | +5.8% |
| Q1 2019 | $1,221,000 | +25.7% | 40,339 | +12.8% | 0.31% | +10.3% |
| Q4 2018 | $971,000 | – | 35,767 | – | 0.28% | – |
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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% |