SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 426 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,289 | -73.0% | 2,261 | -71.7% | 0.01% | -75.0% |
| Q2 2023 | $345,235 | +94.9% | 7,992 | +83.7% | 0.02% | +84.6% |
| Q1 2023 | $177,146 | +5.3% | 4,350 | +0.6% | 0.01% | 0.0% |
| Q4 2022 | $168,184 | +1.9% | 4,325 | +0.6% | 0.01% | -13.3% |
| Q3 2022 | $165,000 | +5.1% | 4,301 | +0.7% | 0.02% | +36.4% |
| Q2 2022 | $157,000 | -14.2% | 4,271 | -2.6% | 0.01% | -15.4% |
| Q1 2022 | $183,000 | -22.5% | 4,384 | -22.1% | 0.01% | -13.3% |
| Q4 2021 | $236,000 | +7.3% | 5,627 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $220,000 | +1.4% | 5,627 | +2.5% | 0.02% | +7.1% |
| Q2 2021 | $217,000 | -5.7% | 5,489 | -9.9% | 0.01% | -6.7% |
| Q1 2021 | $230,000 | – | 6,089 | – | 0.02% | – |
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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% |