SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 350 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,108 | -4.1% | 8,195 | +0.4% | 0.02% | -4.2% |
| Q2 2023 | $352,688 | -80.0% | 8,164 | -82.0% | 0.02% | -82.5% |
| Q4 2022 | $1,762,352 | +656.4% | 45,316 | +569.7% | 0.14% | +621.1% |
| Q3 2022 | $233,000 | -14.3% | 6,767 | -8.4% | 0.02% | -17.4% |
| Q2 2022 | $272,000 | -40.2% | 7,387 | -32.2% | 0.02% | -36.1% |
| Q1 2022 | $455,000 | -70.8% | 10,889 | -72.3% | 0.04% | -72.5% |
| Q3 2021 | $1,556,000 | +463.8% | 39,336 | +449.8% | 0.13% | +367.9% |
| Q1 2021 | $276,000 | -89.9% | 7,155 | -90.9% | 0.03% | -96.0% |
| Q4 2019 | $2,741,000 | +58.4% | 78,511 | +45.0% | 0.70% | +46.8% |
| Q3 2019 | $1,730,000 | +79.6% | 54,147 | +66.8% | 0.47% | +26.7% |
| Q3 2018 | $963,000 | – | 32,455 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 582,827 | $25,178,112 | 17.13% |
| Willis Johnson & Associates, Inc. | 3,445,951 | $148,865,092 | 15.87% |
| Fortune 45 LLC | 352,744 | $15,239,974 | 15.53% |
| NICOLET ADVISORY SERVICES, LLC | 3,297,807 | $141,311,045 | 15.51% |
| Whitcomb & Hess, Inc. | 929,377 | $40,149,074 | 14.66% |
| Compton Financial Group, LLC | 875,283 | $37,812,218 | 14.26% |
| Michael S. Ryan, Inc. | 349,837 | $15,154,955 | 14.01% |
| NICOLET BANKSHARES INC | 1,137,411 | $49,136,155 | 13.95% |
| Leicht Financial Planning & Wealth Management, Inc. | 478,694 | $20,679,571 | 12.49% |
| Measured Wealth Private Client Group, LLC | 754,600 | $32,598,730 | 12.38% |