SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 271 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $481,000 | +9.3% | 12,160 | +4.7% | 0.25% | +34.2% |
| Q1 2021 | $440,000 | +10.6% | 11,616 | +0.5% | 0.19% | 0.0% |
| Q4 2020 | $398,000 | +8.7% | 11,561 | -4.6% | 0.19% | -0.5% |
| Q3 2020 | $366,000 | +4.9% | 12,113 | +0.5% | 0.19% | +1.1% |
| Q2 2020 | $349,000 | +12.6% | 12,058 | +0.5% | 0.19% | -5.6% |
| Q1 2020 | $310,000 | -25.5% | 11,996 | +0.6% | 0.20% | +5.3% |
| Q4 2019 | $416,000 | +9.8% | 11,923 | +0.4% | 0.19% | +7.5% |
| Q3 2019 | $379,000 | +2.4% | 11,873 | +0.4% | 0.17% | +2.4% |
| Q2 2019 | $370,000 | +3.9% | 11,823 | +0.5% | 0.17% | +10.4% |
| Q1 2019 | $356,000 | +11.9% | 11,770 | +0.4% | 0.15% | +2.7% |
| Q4 2018 | $318,000 | -12.4% | 11,723 | +0.6% | 0.15% | +10.3% |
| Q3 2018 | $363,000 | +5.5% | 11,658 | +0.5% | 0.14% | -4.9% |
| Q2 2018 | $344,000 | +0.9% | 11,600 | 0.0% | 0.14% | +45.9% |
| Q1 2018 | $341,000 | -4.2% | 11,600 | 0.0% | 0.10% | -5.8% |
| Q4 2017 | $356,000 | +5.3% | 11,600 | +300.0% | 0.10% | -8.8% |
| Q3 2017 | $338,000 | +2.4% | 2,900 | 0.0% | 0.11% | -3.4% |
| Q2 2017 | $330,000 | +0.9% | 2,900 | 0.0% | 0.12% | -34.4% |
| Q1 2017 | $327,000 | +3.2% | 2,900 | 0.0% | 0.18% | -1.6% |
| Q4 2016 | $317,000 | +6.0% | 2,900 | 0.0% | 0.18% | +3.4% |
| Q3 2016 | $299,000 | – | 2,900 | – | 0.18% | – |
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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% |