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 | $277,740 | -88.4% | 6,821 | -89.0% | 0.05% | -89.5% |
| Q4 2022 | $2,404,106 | +24.8% | 61,818 | +10.7% | 0.48% | +16.6% |
| Q3 2022 | $1,927,000 | +26.0% | 55,863 | +34.6% | 0.42% | +24.3% |
| Q2 2022 | $1,529,000 | +9.4% | 41,518 | +24.0% | 0.33% | +28.0% |
| Q1 2022 | $1,398,000 | +40.4% | 33,475 | +41.2% | 0.26% | +42.6% |
| Q4 2021 | $996,000 | +22.5% | 23,707 | +13.7% | 0.18% | +13.7% |
| Q3 2021 | $813,000 | +237.3% | 20,850 | +242.4% | 0.16% | +228.6% |
| Q2 2021 | $241,000 | – | 6,090 | – | 0.05% | – |
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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% |