SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,296 | -70.0% | 31,400 | -68.6% | 0.00% | -66.7% |
| Q2 2023 | $4,316 | +136.1% | 99,900 | +112.6% | 0.01% | +100.0% |
| Q4 2022 | $1,828 | -99.8% | 47,000 | +58.8% | 0.00% | +200.0% |
| Q2 2022 | $1,090,000 | -77.1% | 29,600 | -73.9% | 0.00% | -83.3% |
| Q4 2021 | $4,754,000 | +1323.4% | 113,200 | +1186.4% | 0.01% | – |
| Q1 2021 | $334,000 | -77.0% | 8,800 | -82.4% | 0.00% | -100.0% |
| Q2 2020 | $1,452,000 | +131.9% | 50,100 | +155.6% | 0.00% | 0.0% |
| Q3 2019 | $626,000 | -29.7% | 19,600 | -31.2% | 0.00% | 0.0% |
| Q2 2019 | $891,000 | – | 28,500 | – | 0.00% | – |
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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% |