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 | $1,329,171 | -6.2% | 32,215 | -1.8% | 0.09% | -5.4% |
| Q2 2023 | $1,416,933 | +6.8% | 32,799 | +0.7% | 0.09% | +2.2% |
| Q1 2023 | $1,326,587 | +101398.6% | 32,578 | -3.1% | 0.09% | -1.1% |
| Q4 2022 | $1,307 | -99.7% | 33,611 | +152.0% | 0.09% | +155.6% |
| Q3 2022 | $460,000 | -63.1% | 13,340 | -60.6% | 0.04% | -61.7% |
| Q2 2022 | $1,246,000 | -55.5% | 33,849 | -49.5% | 0.09% | -50.8% |
| Q1 2022 | $2,800,000 | +92.6% | 67,086 | +93.7% | 0.19% | +85.4% |
| Q4 2021 | $1,454,000 | – | 34,627 | – | 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% |