SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 350 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,501,234 | -1.7% | 36,385 | +2.9% | 0.06% | 0.0% |
| Q2 2023 | $1,527,274 | +17.4% | 35,354 | +10.7% | 0.06% | +9.4% |
| Q1 2023 | $1,300,613 | +12.3% | 31,941 | -4.8% | 0.05% | -11.7% |
| Q3 2022 | $1,158,000 | -6.0% | 33,565 | +0.3% | 0.06% | -4.8% |
| Q2 2022 | $1,232,000 | -17.0% | 33,458 | -5.9% | 0.06% | +1.6% |
| Q1 2022 | $1,485,000 | +371.4% | 35,570 | +294.4% | 0.06% | +158.3% |
| Q4 2019 | $315,000 | +56.7% | 9,018 | +43.7% | 0.02% | +14.3% |
| Q3 2019 | $201,000 | – | 6,277 | – | 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% |