SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 671 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $793,368 | -30.2% | 18,365 | -34.2% | 0.01% | -36.8% |
| Q1 2023 | $1,136,699 | -23.6% | 27,915 | -27.0% | 0.02% | -24.0% |
| Q4 2022 | $1,487,348 | +12.5% | 38,245 | -0.2% | 0.02% | -3.8% |
| Q3 2022 | $1,322,000 | -25.4% | 38,325 | -20.3% | 0.03% | -18.8% |
| Q2 2022 | $1,771,000 | +75.5% | 48,095 | +99.0% | 0.03% | +113.3% |
| Q1 2022 | $1,009,000 | -18.5% | 24,165 | -18.0% | 0.02% | -16.7% |
| Q4 2021 | $1,238,000 | +7.7% | 29,465 | 0.0% | 0.02% | -5.3% |
| Q3 2021 | $1,149,000 | -1.4% | 29,465 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,165,000 | +110.3% | 29,465 | +101.6% | 0.02% | +111.1% |
| Q1 2021 | $554,000 | +56.1% | 14,615 | +41.5% | 0.01% | +28.6% |
| Q4 2020 | $355,000 | +6.3% | 10,330 | +8.0% | 0.01% | +16.7% |
| Q4 2019 | $334,000 | – | 9,568 | – | 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% |