SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 328 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,030,349 | -4.2% | 97,682 | +0.4% | 0.43% | -2.5% |
| Q2 2023 | $4,204,928 | +5.3% | 97,336 | -0.7% | 0.44% | -7.4% |
| Q1 2023 | $3,991,445 | -1.1% | 98,022 | -5.6% | 0.47% | -6.3% |
| Q4 2022 | $4,037,525 | +10.1% | 103,819 | -2.3% | 0.50% | +10.0% |
| Q3 2022 | $3,667,000 | +26.9% | 106,316 | +35.5% | 0.46% | +23.8% |
| Q2 2022 | $2,889,000 | -17.0% | 78,455 | -5.9% | 0.37% | +0.3% |
| Q1 2022 | $3,480,000 | +5.5% | 83,365 | +6.2% | 0.37% | +5.7% |
| Q4 2021 | $3,298,000 | +18.0% | 78,525 | +9.6% | 0.35% | +6.7% |
| Q3 2021 | $2,794,000 | -1.9% | 71,645 | -0.5% | 0.33% | -3.0% |
| Q2 2021 | $2,848,000 | +8.0% | 72,020 | +3.5% | 0.34% | -2.6% |
| Q1 2021 | $2,637,000 | +14.4% | 69,580 | +3.8% | 0.35% | +7.1% |
| Q4 2020 | $2,305,000 | +13.9% | 67,035 | 0.0% | 0.32% | -0.6% |
| Q3 2020 | $2,024,000 | +7.8% | 67,035 | +3.4% | 0.32% | +1.2% |
| Q2 2020 | $1,878,000 | +17.3% | 64,810 | +4.6% | 0.32% | +8.4% |
| Q1 2020 | $1,601,000 | – | 61,960 | – | 0.30% | – |
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% |