SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 231 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,745,559 | +1.2% | 66,543 | +6.0% | 0.01% | -9.1% |
| Q2 2023 | $2,712,384 | +4.0% | 62,787 | -2.0% | 0.01% | 0.0% |
| Q1 2023 | $2,608,614 | +13.0% | 64,062 | +7.9% | 0.01% | -8.3% |
| Q4 2022 | $2,308,332 | +17.1% | 59,355 | +3.8% | 0.01% | +9.1% |
| Q3 2022 | $1,971,000 | +61.0% | 57,157 | +71.9% | 0.01% | +37.5% |
| Q2 2022 | $1,224,000 | +105.4% | 33,243 | +132.7% | 0.01% | +100.0% |
| Q1 2022 | $596,000 | -48.2% | 14,285 | -47.8% | 0.00% | -50.0% |
| Q4 2021 | $1,150,000 | +12.0% | 27,385 | +4.0% | 0.01% | -11.1% |
| Q3 2021 | $1,027,000 | -16.3% | 26,331 | -15.2% | 0.01% | -18.2% |
| Q2 2021 | $1,227,000 | +10.5% | 31,044 | +6.0% | 0.01% | -8.3% |
| Q1 2021 | $1,110,000 | -17.1% | 29,279 | -24.8% | 0.01% | -33.3% |
| Q4 2020 | $1,339,000 | -11.4% | 38,924 | -25.3% | 0.02% | -28.0% |
| Q2 2020 | $1,511,000 | -81.0% | 52,083 | -83.8% | 0.02% | -85.7% |
| Q1 2020 | $7,946,000 | -49.6% | 321,713 | -28.5% | 0.18% | -29.7% |
| Q4 2019 | $15,769,000 | +10.2% | 450,146 | +0.6% | 0.25% | -50.4% |
| Q3 2019 | $14,304,000 | +1.0% | 447,572 | -1.2% | 0.50% | -4.2% |
| Q2 2019 | $14,168,000 | +2.8% | 452,951 | -0.5% | 0.52% | -6.3% |
| Q1 2019 | $13,781,000 | – | 455,117 | – | 0.56% | – |
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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% |