SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 326 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 21.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $286,105 | -20.3% | 6,622 | -24.9% | 0.03% | +57.9% |
| Q1 2023 | $358,957 | -42.5% | 8,815 | -45.1% | 0.02% | -50.0% |
| Q4 2022 | $624,338 | +94.5% | 16,054 | +72.7% | 0.04% | +72.7% |
| Q3 2022 | $321,000 | -13.2% | 9,298 | -7.4% | 0.02% | -12.0% |
| Q2 2022 | $370,000 | -24.9% | 10,042 | -15.0% | 0.02% | -16.7% |
| Q1 2022 | $493,000 | +8.4% | 11,817 | +9.0% | 0.03% | +7.1% |
| Q4 2021 | $455,000 | +70.4% | 10,845 | +41.4% | 0.03% | -17.6% |
| Q4 2019 | $267,000 | +63.8% | 7,669 | +46.2% | 0.03% | +30.8% |
| Q3 2018 | $163,000 | – | 5,244 | – | 0.03% | – |
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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% |