SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 577 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,878 | +0.2% | 11,461 | +4.9% | 0.01% | 0.0% |
| Q2 2023 | $471,828 | -16.9% | 10,922 | -21.7% | 0.01% | -22.2% |
| Q1 2023 | $567,836 | +7.1% | 13,945 | +2.3% | 0.01% | 0.0% |
| Q4 2022 | $530,226 | +70.5% | 13,634 | +51.2% | 0.01% | +50.0% |
| Q3 2022 | $311,000 | -6.3% | 9,016 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $332,000 | -16.4% | 9,016 | -5.3% | 0.01% | -14.3% |
| Q1 2022 | $397,000 | +5.6% | 9,516 | +6.3% | 0.01% | +16.7% |
| Q4 2021 | $376,000 | -20.5% | 8,950 | -26.2% | 0.01% | -33.3% |
| Q3 2021 | $473,000 | +67.7% | 12,134 | +70.3% | 0.01% | +50.0% |
| Q2 2021 | $282,000 | +4.4% | 7,124 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $270,000 | +10.2% | 7,124 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $245,000 | – | 7,124 | – | 0.01% | – |
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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% |