SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $477,750 | +110490.3% | 11,579 | +115690.0% | 0.02% | – |
| Q2 2023 | $432 | -5.1% | 10 | -99.9% | 0.00% | -100.0% |
| Q4 2022 | $455 | -93.5% | 11,711 | +5669.0% | 0.02% | – |
| Q3 2022 | $7,000 | -96.0% | 203 | -95.7% | 0.00% | -100.0% |
| Q2 2022 | $175,000 | +17400.0% | 4,763 | +27917.6% | 0.00% | – |
| Q1 2022 | $1,000 | – | 17 | +325.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 4 | -99.8% | 0.00% | -100.0% |
| Q2 2021 | $73,000 | +170.4% | 1,853 | +164.7% | 0.00% | – |
| Q1 2021 | $27,000 | -56.5% | 700 | -60.9% | 0.00% | -100.0% |
| Q4 2020 | $62,000 | -72.1% | 1,789 | -75.7% | 0.00% | 0.0% |
| Q3 2020 | $222,000 | -93.3% | 7,363 | -93.6% | 0.00% | -98.5% |
| Q2 2020 | $3,338,000 | +4179.5% | 115,169 | +5041.5% | 0.14% | +2183.3% |
| Q4 2019 | $78,000 | -78.3% | 2,240 | -81.1% | 0.01% | -72.7% |
| Q1 2019 | $359,000 | -65.7% | 11,841 | -69.3% | 0.02% | -71.1% |
| Q4 2018 | $1,048,000 | +109.2% | 38,598 | +140.0% | 0.08% | +105.4% |
| Q3 2018 | $501,000 | +38.4% | 16,084 | +31.5% | 0.04% | +85.0% |
| Q2 2018 | $362,000 | -60.9% | 12,230 | -61.2% | 0.02% | -74.7% |
| Q1 2018 | $927,000 | +92600.0% | 31,531 | +394037.5% | 0.08% | – |
| Q4 2016 | $1,000 | -66.7% | 8 | -70.4% | 0.00% | – |
| Q4 2014 | $3,000 | -40.0% | 27 | -54.2% | 0.00% | -100.0% |
| Q4 2013 | $5,000 | – | 59 | – | 0.00% | – |
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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% |