SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 426 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130 | -4.4% | 3,165 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $136 | +6.2% | 3,165 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $128 | +4.1% | 3,165 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $123 | -99.9% | 3,165 | -2.8% | 0.02% | 0.0% |
| Q3 2022 | $112,000 | -6.7% | 3,256 | 0.0% | 0.02% | -5.3% |
| Q2 2022 | $120,000 | -14.9% | 3,256 | -3.8% | 0.02% | -5.0% |
| Q1 2022 | $141,000 | -0.7% | 3,385 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $142,000 | +7.6% | 3,385 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $132,000 | -3.6% | 3,385 | -2.2% | 0.02% | -4.8% |
| Q2 2021 | $137,000 | +3.8% | 3,462 | -0.9% | 0.02% | 0.0% |
| Q1 2021 | $132,000 | +8.2% | 3,492 | -1.2% | 0.02% | 0.0% |
| Q4 2020 | $122,000 | +10.9% | 3,534 | -2.8% | 0.02% | -8.7% |
| Q3 2020 | $110,000 | +2.8% | 3,637 | -1.8% | 0.02% | -4.2% |
| Q2 2020 | $107,000 | -79.3% | 3,703 | -81.4% | 0.02% | -63.1% |
| Q1 2020 | $516,000 | +133.5% | 19,962 | +188.6% | 0.06% | +27.5% |
| Q3 2019 | $221,000 | – | 6,916 | – | 0.05% | – |
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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% |