SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 377 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.98 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $212,000 | -15.2% | 5,760 | -3.7% | 0.08% | -1.3% |
| Q1 2022 | $250,000 | -0.8% | 5,979 | -0.6% | 0.08% | +2.6% |
| Q4 2021 | $252,000 | +7.2% | 6,016 | -0.2% | 0.08% | +2.7% |
| Q3 2021 | $235,000 | -12.3% | 6,030 | -11.0% | 0.08% | -13.8% |
| Q2 2021 | $268,000 | +4.3% | 6,774 | 0.0% | 0.09% | -4.4% |
| Q1 2021 | $257,000 | +2.0% | 6,774 | -7.4% | 0.09% | -4.2% |
| Q4 2020 | $252,000 | +18.9% | 7,318 | +4.4% | 0.10% | +8.0% |
| Q3 2020 | $212,000 | -17.8% | 7,012 | -21.1% | 0.09% | -24.1% |
| Q2 2020 | $258,000 | +4.9% | 8,892 | -6.6% | 0.12% | -10.1% |
| Q1 2020 | $246,000 | -82.4% | 9,517 | -76.3% | 0.13% | -78.1% |
| Q4 2019 | $1,401,000 | +60.1% | 40,140 | +46.6% | 0.59% | +51.4% |
| Q3 2019 | $875,000 | – | 27,378 | – | 0.39% | – |
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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% |