SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 469 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $289,000 | +9.1% | 7,420 | -15.4% | 0.04% | -12.0% |
| Q3 2020 | $265,000 | -82.3% | 8,768 | -83.0% | 0.05% | -83.1% |
| Q2 2020 | $1,495,000 | +296.6% | 51,590 | +253.2% | 0.30% | +204.1% |
| Q1 2020 | $377,000 | -94.6% | 14,605 | -92.7% | 0.10% | -93.0% |
| Q4 2019 | $7,032,000 | +208.3% | 201,420 | +182.2% | 1.38% | +182.7% |
| Q3 2019 | $2,281,000 | +238.4% | 71,384 | +231.3% | 0.49% | +202.5% |
| Q2 2019 | $674,000 | – | 21,549 | – | 0.16% | – |
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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% |