SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 546 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,380,603 | +8.0% | 34,369 | +4.5% | 0.23% | +15.9% |
| Q4 2022 | $1,278,587 | +149.2% | 32,877 | +149.9% | 0.20% | +114.3% |
| Q3 2021 | $513,000 | +133.2% | 13,156 | +126.7% | 0.09% | +75.0% |
| Q1 2021 | $220,000 | -98.8% | 5,802 | -98.9% | 0.05% | -99.0% |
| Q4 2019 | $18,537,000 | +1493.9% | 531,004 | +1359.6% | 5.35% | +1292.2% |
| Q3 2019 | $1,163,000 | +352.5% | 36,381 | +328.8% | 0.38% | +326.7% |
| Q1 2019 | $257,000 | -55.1% | 8,485 | -53.9% | 0.09% | -25.6% |
| Q3 2018 | $573,000 | +9450.0% | 18,412 | +9489.6% | 0.12% | +3933.3% |
| Q4 2017 | $6,000 | – | 192 | – | 0.00% | – |
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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% |