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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,519,501 | +2.3% | 61,064 | +7.1% | 0.19% | +4.9% |
| Q2 2023 | $2,462,907 | +7.4% | 57,012 | +1.2% | 0.18% | +3.9% |
| Q1 2023 | $2,293,688 | +136.6% | 56,328 | +125.9% | 0.18% | +117.1% |
| Q4 2022 | $969,601 | +22.6% | 24,931 | +8.7% | 0.08% | +9.3% |
| Q3 2022 | $791,000 | +5.2% | 22,927 | +12.2% | 0.08% | +5.6% |
| Q2 2022 | $752,000 | -11.0% | 20,432 | +0.9% | 0.07% | 0.0% |
| Q1 2022 | $845,000 | +91.2% | 20,243 | +92.4% | 0.07% | +82.1% |
| Q4 2021 | $442,000 | +7.8% | 10,524 | +0.0% | 0.04% | -2.5% |
| Q3 2021 | $410,000 | -1.4% | 10,522 | +0.0% | 0.04% | -2.4% |
| Q2 2021 | $416,000 | +55.2% | 10,521 | +48.6% | 0.04% | +28.1% |
| Q1 2021 | $268,000 | +14.0% | 7,080 | +3.7% | 0.03% | -5.9% |
| Q4 2020 | $235,000 | +3816.7% | 6,825 | +3986.8% | 0.03% | +1600.0% |
| Q4 2019 | $6,000 | – | 167 | – | 0.00% | – |
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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% |