SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 271 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $494,000 | -55.8% | 18,775 | -41.4% | 0.39% | -42.6% |
| Q4 2019 | $1,118,000 | -14.7% | 32,014 | -22.0% | 0.67% | -22.6% |
| Q3 2019 | $1,311,000 | +12.2% | 41,025 | +10.0% | 0.87% | +11.0% |
| Q2 2019 | $1,168,000 | +41.1% | 37,312 | +36.5% | 0.78% | +27.7% |
| Q1 2019 | $828,000 | +48.7% | 27,329 | +33.2% | 0.61% | +23.6% |
| Q4 2018 | $557,000 | +1.8% | 20,514 | +16.7% | 0.50% | +30.9% |
| Q3 2018 | $547,000 | +3.4% | 17,584 | -1.5% | 0.38% | -4.8% |
| Q2 2018 | $529,000 | +1.7% | 17,852 | +1.0% | 0.40% | -2.9% |
| Q1 2018 | $520,000 | +28.7% | 17,679 | +34.4% | 0.41% | +42.9% |
| Q4 2017 | $404,000 | – | 13,158 | – | 0.29% | – |
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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% |