SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 350 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $590,000 | -43.2% | 16,033 | -35.5% | 0.20% | -35.1% |
| Q1 2022 | $1,038,000 | -2.8% | 24,873 | -2.2% | 0.30% | -8.7% |
| Q4 2021 | $1,068,000 | -10.4% | 25,437 | -16.8% | 0.33% | -28.8% |
| Q3 2021 | $1,192,000 | -48.9% | 30,566 | -48.2% | 0.47% | -53.6% |
| Q2 2021 | $2,334,000 | +6.2% | 59,036 | +1.8% | 1.01% | -9.6% |
| Q1 2021 | $2,198,000 | +4.8% | 58,008 | -4.9% | 1.12% | -7.4% |
| Q4 2020 | $2,098,000 | +22.8% | 61,008 | +7.8% | 1.21% | +4.7% |
| Q3 2020 | $1,709,000 | +0.5% | 56,586 | -3.3% | 1.15% | -15.0% |
| Q2 2020 | $1,701,000 | -21.1% | 58,498 | -5.8% | 1.36% | -27.7% |
| Q4 2019 | $2,156,000 | – | 62,120 | – | 1.88% | – |
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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% |