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 | $415,766 | +327.9% | 10,077 | +348.1% | 0.04% | +310.0% |
| Q2 2023 | $97,157 | +270.5% | 2,249 | +249.2% | 0.01% | +233.3% |
| Q1 2023 | $26,224 | +138.3% | 644 | +127.6% | 0.00% | +200.0% |
| Q4 2022 | $11,006 | +10.1% | 283 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | -28.6% | 283 | -27.2% | 0.00% | -50.0% |
| Q2 2022 | $14,000 | +7.7% | 389 | +25.5% | 0.00% | +100.0% |
| Q1 2022 | $13,000 | -60.6% | 310 | -61.0% | 0.00% | -75.0% |
| Q4 2021 | $33,000 | +6.5% | 794 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | -13.9% | 794 | -12.2% | 0.00% | -20.0% |
| Q2 2021 | $36,000 | +1700.0% | 904 | +1708.0% | 0.01% | – |
| Q4 2020 | $2,000 | -95.7% | 50 | -96.8% | 0.00% | -100.0% |
| Q3 2020 | $47,000 | +4.4% | 1,550 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $45,000 | +12.5% | 1,550 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $40,000 | +8.1% | 1,550 | +47.6% | 0.01% | 0.0% |
| Q4 2019 | $37,000 | -5.1% | 1,050 | -13.2% | 0.01% | -9.1% |
| Q3 2019 | $39,000 | -43.5% | 1,210 | -44.6% | 0.01% | -47.6% |
| Q2 2019 | $69,000 | +155.6% | 2,186 | +142.4% | 0.02% | +110.0% |
| Q1 2019 | $27,000 | -67.9% | 902 | -70.8% | 0.01% | -72.2% |
| Q4 2018 | $84,000 | -62.2% | 3,085 | -56.8% | 0.04% | -65.4% |
| Q3 2018 | $222,000 | – | 7,146 | – | 0.10% | – |
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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% |