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 | $633,649 | -4.0% | 15,357 | +0.8% | 0.17% | -2.3% |
| Q2 2023 | $660,186 | +6.9% | 15,240 | +0.5% | 0.17% | +2.4% |
| Q1 2023 | $617,560 | -36.6% | 15,166 | -39.5% | 0.17% | -42.2% |
| Q4 2022 | $974,233 | +16.3% | 25,051 | +3.1% | 0.29% | +4.6% |
| Q3 2022 | $838,000 | -52.9% | 24,305 | -49.7% | 0.28% | -52.1% |
| Q2 2022 | $1,778,000 | -11.8% | 48,301 | 0.0% | 0.59% | -1.7% |
| Q1 2022 | $2,017,000 | -22.0% | 48,301 | -21.5% | 0.60% | -20.0% |
| Q4 2021 | $2,586,000 | -2.8% | 61,562 | -9.8% | 0.75% | -15.2% |
| Q3 2021 | $2,661,000 | +3.1% | 68,236 | +4.6% | 0.88% | -3.8% |
| Q2 2021 | $2,580,000 | – | 65,262 | – | 0.92% | – |
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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% |