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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $794 | -99.8% | 19,500 | +448.2% | 0.01% | +125.0% |
| Q3 2017 | $415,000 | +28.5% | 3,557 | +25.2% | 0.00% | +33.3% |
| Q2 2017 | $323,000 | +28.7% | 2,840 | +16.4% | 0.00% | 0.0% |
| Q3 2016 | $251,000 | +43.4% | 2,439 | +40.3% | 0.00% | +200.0% |
| Q2 2016 | $175,000 | -66.8% | 1,739 | -67.8% | 0.00% | -75.0% |
| Q1 2016 | $527,000 | -54.0% | 5,404 | -54.7% | 0.00% | -50.0% |
| Q4 2015 | $1,145,000 | -49.0% | 11,938 | -51.8% | 0.01% | -38.5% |
| Q3 2015 | $2,245,000 | -27.7% | 24,756 | -20.3% | 0.01% | -35.0% |
| Q2 2015 | $3,105,000 | -27.7% | 31,056 | -27.4% | 0.02% | -23.1% |
| Q1 2015 | $4,294,000 | +735.4% | 42,756 | +713.5% | 0.03% | +766.7% |
| Q2 2014 | $514,000 | -67.1% | 5,256 | -68.2% | 0.00% | -57.1% |
| Q1 2014 | $1,562,000 | -85.9% | 16,553 | -86.1% | 0.01% | -84.8% |
| Q4 2013 | $11,060,000 | -4.2% | 119,436 | -12.1% | 0.05% | -2.1% |
| Q3 2013 | $11,542,000 | -4.9% | 135,953 | -7.9% | 0.05% | -20.3% |
| Q2 2013 | $12,131,000 | – | 147,664 | – | 0.06% | – |
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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% |