SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 311 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.57 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $303,642 | -6.7% | 7,359 | -2.4% | 0.03% | -5.7% |
Q2 2023 | $325,609 | +6.6% | 7,537 | +0.5% | 0.04% | 0.0% |
Q1 2023 | $305,472 | +7.7% | 7,502 | +2.9% | 0.04% | 0.0% |
Q4 2022 | $283,554 | +13.9% | 7,291 | +0.6% | 0.04% | +2.9% |
Q3 2022 | $249,000 | -6.0% | 7,246 | +0.6% | 0.03% | -10.5% |
Q2 2022 | $265,000 | -6.7% | 7,203 | +0.6% | 0.04% | -2.6% |
Q1 2022 | $284,000 | -5.0% | 7,160 | +0.4% | 0.04% | -2.5% |
Q4 2021 | $299,000 | +8.3% | 7,129 | +0.6% | 0.04% | -2.4% |
Q3 2021 | $276,000 | -1.8% | 7,084 | +0.5% | 0.04% | -4.7% |
Q2 2021 | $281,000 | +6.0% | 7,051 | +0.5% | 0.04% | +4.9% |
Q1 2021 | $265,000 | +9.1% | 7,015 | +0.6% | 0.04% | +2.5% |
Q4 2020 | $243,000 | +3.8% | 6,970 | -10.1% | 0.04% | -13.0% |
Q3 2020 | $234,000 | -32.8% | 7,752 | -32.1% | 0.05% | -36.1% |
Q2 2020 | $348,000 | -3.3% | 11,416 | -18.1% | 0.07% | -21.7% |
Q1 2020 | $360,000 | -45.6% | 13,936 | -26.6% | 0.09% | -37.4% |
Q4 2019 | $662,000 | +9.8% | 18,984 | +0.5% | 0.15% | +2.1% |
Q3 2019 | $603,000 | -9.0% | 18,883 | -11.0% | 0.14% | -13.3% |
Q2 2019 | $663,000 | +3.8% | 21,222 | +0.5% | 0.17% | -4.0% |
Q1 2019 | $639,000 | +12.1% | 21,112 | +0.5% | 0.17% | -1.7% |
Q4 2018 | $570,000 | – | 21,015 | – | 0.18% | – |
Download |
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% |