SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 546 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $146,585 | +22.0% | 3,552,721 | +27.8% | 0.90% | +21.0% |
| Q2 2023 | $120,135 | +88.5% | 2,780,899 | +77.6% | 0.74% | +72.2% |
| Q1 2023 | $63,749 | +82.4% | 1,565,544 | +74.2% | 0.43% | +67.7% |
| Q4 2022 | $34,959 | -76.7% | 898,915 | +20526.8% | 0.26% | +25600.0% |
| Q3 2022 | $150,000 | -50.5% | 4,358 | -47.1% | 0.00% | -50.0% |
| Q2 2022 | $303,000 | -64.1% | 8,233 | -59.2% | 0.00% | -66.7% |
| Q1 2022 | $843,000 | -50.5% | 20,200 | -50.1% | 0.01% | -50.0% |
| Q4 2021 | $1,702,000 | +433.5% | 40,512 | +401.4% | 0.01% | +300.0% |
| Q2 2021 | $319,000 | 0.0% | 8,080 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $319,000 | 0.0% | 8,080 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $319,000 | 0.0% | 8,080 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $319,000 | 0.0% | 8,080 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $319,000 | 0.0% | 8,080 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $319,000 | 0.0% | 8,080 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $319,000 | 0.0% | 8,080 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $319,000 | 0.0% | 8,080 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $319,000 | 0.0% | 8,080 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $319,000 | +896.9% | 8,080 | +596.0% | 0.00% | +200.0% |
| Q4 2018 | $32,000 | -54.9% | 1,161 | -48.8% | 0.00% | -50.0% |
| Q3 2018 | $71,000 | -97.3% | 2,269 | -97.5% | 0.00% | -97.7% |
| Q2 2018 | $2,663,000 | +1887.3% | 89,882 | +1868.5% | 0.09% | +1660.0% |
| Q1 2018 | $134,000 | +3250.0% | 4,566 | +3161.4% | 0.01% | – |
| Q4 2017 | $4,000 | -60.0% | 140 | +59.1% | 0.00% | -100.0% |
| Q1 2017 | $10,000 | – | 88 | – | 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% |