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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,250 | +45.8% | 999 | +52.5% | 0.00% | 0.0% |
| Q2 2023 | $28,296 | -33.9% | 655 | -37.6% | 0.00% | -50.0% |
| Q1 2023 | $42,776 | +54.9% | 1,050 | +47.9% | 0.00% | +100.0% |
| Q4 2022 | $27,611 | +294.4% | 710 | +212.8% | 0.00% | – |
| Q3 2022 | $7,000 | -76.7% | 227 | -72.7% | 0.00% | -100.0% |
| Q2 2022 | $30,000 | -34.8% | 832 | -25.2% | 0.00% | 0.0% |
| Q4 2021 | $46,000 | +15.0% | 1,113 | +8.0% | 0.00% | 0.0% |
| Q3 2021 | $40,000 | -16.7% | 1,031 | -15.9% | 0.00% | -66.7% |
| Q2 2021 | $48,000 | +14.3% | 1,226 | +8.1% | 0.00% | +50.0% |
| Q1 2021 | $42,000 | +281.8% | 1,134 | +248.9% | 0.00% | +100.0% |
| Q4 2020 | $11,000 | +37.5% | 325 | +18.6% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | -52.9% | 274 | -53.9% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | +112.5% | 595 | +91.9% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -66.7% | 310 | -56.0% | 0.00% | -50.0% |
| Q4 2019 | $24,000 | +26.3% | 705 | +14.1% | 0.00% | +100.0% |
| Q3 2019 | $19,000 | – | 618 | – | 0.00% | – |
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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% |