SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 546 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $477,722 | -3.9% | 11,578 | +0.6% | 0.08% | +4.9% |
| Q2 2023 | $497,203 | +6.1% | 11,509 | -0.0% | 0.08% | +2.5% |
| Q1 2023 | $468,701 | +94778.7% | 11,510 | -9.4% | 0.08% | -13.2% |
| Q4 2022 | $494 | -99.9% | 12,711 | -0.9% | 0.09% | +5.8% |
| Q3 2022 | $442,000 | +59.0% | 12,827 | +69.9% | 0.09% | +79.2% |
| Q2 2022 | $278,000 | -8.6% | 7,550 | +3.6% | 0.05% | +6.7% |
| Q1 2022 | $304,000 | -5.3% | 7,289 | -4.6% | 0.04% | 0.0% |
| Q4 2021 | $321,000 | +10.3% | 7,637 | +2.2% | 0.04% | +4.7% |
| Q3 2021 | $291,000 | +16.4% | 7,473 | +18.2% | 0.04% | +19.4% |
| Q2 2021 | $250,000 | 0.0% | 6,322 | -4.0% | 0.04% | -5.3% |
| Q1 2021 | $250,000 | – | 6,587 | – | 0.04% | – |
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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% |