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 | $333,258 | -24.8% | 8,077 | -21.2% | 0.07% | -23.1% |
| Q2 2023 | $443,060 | -10.0% | 10,256 | -15.2% | 0.09% | -13.3% |
| Q1 2023 | $492,305 | -18.2% | 12,090 | -21.9% | 0.10% | -23.4% |
| Q4 2022 | $602,173 | +16.2% | 15,484 | +3.2% | 0.14% | -3.5% |
| Q3 2022 | $518,000 | -17.5% | 15,010 | -12.0% | 0.14% | -16.0% |
| Q2 2022 | $628,000 | +4.5% | 17,049 | +18.5% | 0.17% | -38.1% |
| Q1 2022 | $601,000 | -54.0% | 14,384 | -53.7% | 0.27% | -25.8% |
| Q4 2021 | $1,306,000 | -40.4% | 31,089 | -44.6% | 0.37% | -50.0% |
| Q3 2021 | $2,190,000 | -3.5% | 56,147 | -2.1% | 0.74% | -10.7% |
| Q2 2021 | $2,269,000 | +6.0% | 57,375 | +1.5% | 0.82% | -10.9% |
| Q1 2021 | $2,141,000 | -10.9% | 56,502 | -19.2% | 0.92% | -14.7% |
| Q4 2020 | $2,404,000 | +7.3% | 69,894 | -5.8% | 1.08% | -6.5% |
| Q3 2020 | $2,241,000 | +7.1% | 74,198 | +2.8% | 1.16% | +0.6% |
| Q2 2020 | $2,092,000 | +13.8% | 72,181 | +1.4% | 1.15% | -3.9% |
| Q1 2020 | $1,839,000 | -6.4% | 71,187 | +26.5% | 1.20% | +18.2% |
| Q4 2019 | $1,965,000 | +3.4% | 56,295 | -5.3% | 1.01% | -1.4% |
| Q3 2019 | $1,900,000 | +0.1% | 59,454 | -2.1% | 1.03% | -0.6% |
| Q2 2019 | $1,899,000 | +4.1% | 60,709 | +0.8% | 1.03% | +2.1% |
| Q1 2019 | $1,824,000 | +25.4% | 60,223 | +12.4% | 1.01% | +11.2% |
| Q4 2018 | $1,455,000 | +2.3% | 53,574 | +17.2% | 0.91% | +15.2% |
| Q3 2018 | $1,422,000 | +15.2% | 45,708 | +9.7% | 0.79% | +10.2% |
| Q2 2018 | $1,234,000 | +12.2% | 41,648 | +11.3% | 0.72% | +10.0% |
| Q1 2018 | $1,100,000 | – | 37,430 | – | 0.65% | – |
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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% |