SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 469 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $394,849 | +25.7% | 9,570 | +31.7% | 0.02% | +35.7% |
| Q2 2023 | $314,008 | -2.3% | 7,269 | -8.0% | 0.01% | -17.6% |
| Q1 2023 | $321,557 | +4.7% | 7,897 | +0.0% | 0.02% | +6.2% |
| Q4 2022 | $307,073 | +12.9% | 7,896 | -0.0% | 0.02% | 0.0% |
| Q3 2022 | $272,000 | -6.5% | 7,897 | +0.0% | 0.02% | 0.0% |
| Q2 2022 | $291,000 | -11.6% | 7,896 | +0.1% | 0.02% | -5.9% |
| Q1 2022 | $329,000 | 0.0% | 7,887 | +0.6% | 0.02% | +6.2% |
| Q4 2021 | $329,000 | +7.2% | 7,837 | +0.8% | 0.02% | -5.9% |
| Q2 2021 | $307,000 | +4.4% | 7,774 | +0.4% | 0.02% | 0.0% |
| Q1 2021 | $294,000 | +10.9% | 7,745 | +0.5% | 0.02% | -5.6% |
| Q4 2020 | $265,000 | +15.2% | 7,705 | -2.9% | 0.02% | -10.0% |
| Q2 2020 | $230,000 | – | 7,933 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 582,827 | $25,178,112 | 17.13% |
| Willis Johnson & Associates, Inc. | 3,445,951 | $148,865,092 | 15.87% |
| Fortune 45 LLC | 352,744 | $15,239,974 | 15.53% |
| NICOLET ADVISORY SERVICES, LLC | 3,297,807 | $141,311,045 | 15.51% |
| Whitcomb & Hess, Inc. | 929,377 | $40,149,074 | 14.66% |
| Compton Financial Group, LLC | 875,283 | $37,812,218 | 14.26% |
| Michael S. Ryan, Inc. | 349,837 | $15,154,955 | 14.01% |
| NICOLET BANKSHARES INC | 1,137,411 | $49,136,155 | 13.95% |
| Leicht Financial Planning & Wealth Management, Inc. | 478,694 | $20,679,571 | 12.49% |
| Measured Wealth Private Client Group, LLC | 754,600 | $32,598,730 | 12.38% |