SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 469 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.3%.
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 | 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% |