SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 271 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $247,000 | -29.4% | 6,705 | -20.0% | 0.02% | -25.0% |
| Q1 2022 | $350,000 | -0.6% | 8,380 | 0.0% | 0.02% | -14.3% |
| Q4 2021 | $352,000 | -0.8% | 8,380 | -8.0% | 0.03% | -9.7% |
| Q3 2021 | $355,000 | +63.6% | 9,110 | +31.2% | 0.03% | -8.8% |
| Q2 2019 | $217,000 | -40.9% | 6,944 | -42.7% | 0.03% | -59.0% |
| Q1 2019 | $367,000 | +4.6% | 12,126 | -6.2% | 0.08% | -17.8% |
| Q4 2018 | $351,000 | -63.5% | 12,932 | -58.2% | 0.10% | -59.8% |
| Q3 2018 | $962,000 | +1.9% | 30,921 | -3.0% | 0.25% | -4.9% |
| Q2 2018 | $944,000 | -29.6% | 31,868 | -30.1% | 0.26% | +17.9% |
| Q1 2018 | $1,340,000 | – | 45,570 | – | 0.22% | – |
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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% |