SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 135 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $125,018 | -4.2% | 3,030 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $130,464 | +7.1% | 3,020 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $121,834 | -1.3% | 2,992 | -5.7% | 0.00% | -25.0% |
| Q4 2022 | $123,439 | +60.3% | 3,174 | +42.1% | 0.00% | +33.3% |
| Q3 2022 | $77,000 | -21.4% | 2,233 | -16.0% | 0.00% | 0.0% |
| Q2 2022 | $98,000 | -74.1% | 2,659 | -70.7% | 0.00% | -72.7% |
| Q1 2022 | $379,000 | +1253.6% | 9,085 | +1240.0% | 0.01% | +1000.0% |
| Q4 2021 | $28,000 | – | 678 | +7433.3% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 9 | -96.2% | 0.00% | – |
| Q4 2020 | $8,000 | -46.7% | 235 | -54.2% | 0.00% | -100.0% |
| Q3 2020 | $15,000 | -88.7% | 513 | -88.8% | 0.00% | -87.5% |
| Q2 2020 | $133,000 | -29.3% | 4,574 | -37.1% | 0.01% | -50.0% |
| Q1 2020 | $188,000 | -62.5% | 7,274 | -49.4% | 0.02% | -56.8% |
| Q4 2019 | $502,000 | +64.1% | 14,375 | +50.1% | 0.04% | +48.0% |
| Q3 2019 | $306,000 | +488.5% | 9,579 | +472.2% | 0.02% | +525.0% |
| Q2 2019 | $52,000 | -10.3% | 1,674 | -13.0% | 0.00% | -20.0% |
| Q1 2019 | $58,000 | +544.4% | 1,925 | +501.6% | 0.01% | +400.0% |
| Q4 2018 | $9,000 | -10.0% | 320 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | +11.1% | 320 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $9,000 | 0.0% | 320 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | +12.5% | 320 | +300.0% | 0.00% | 0.0% |
| Q3 2016 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | -50.0% |
| Q4 2015 | $8,000 | +14.3% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $7,000 | -12.5% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | -33.3% |
| Q3 2014 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $8,000 | +14.3% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $7,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $7,000 | 0.0% | 80 | 0.0% | 0.00% | -25.0% |
| Q2 2013 | $7,000 | – | 80 | – | 0.00% | – |
Download | ||||||
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% |