SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 546 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,830,367 | +2279.5% | 95,784 | +1873.3% | 4.40% | +2533.5% |
| Q1 2022 | $203,000 | -9.0% | 4,854 | -8.6% | 0.17% | -4.6% |
| Q4 2021 | $223,000 | -21.2% | 5,313 | -34.6% | 0.18% | -26.5% |
| Q4 2019 | $283,000 | +10.1% | 8,130 | +0.8% | 0.24% | +4.8% |
| Q3 2019 | $257,000 | +2.0% | 8,069 | -0.0% | 0.23% | +7.6% |
| Q2 2019 | $252,000 | +2.0% | 8,072 | -0.9% | 0.21% | -0.9% |
| Q1 2019 | $247,000 | +18.8% | 8,143 | +5.8% | 0.21% | +9.2% |
| Q4 2018 | $208,000 | – | 7,693 | – | 0.20% | – |
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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% |