SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 693 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,548 | -4.5% | 86 | 0.0% | 0.00% | – |
| Q2 2023 | $3,715 | -13.1% | 86 | -18.1% | 0.00% | – |
| Q1 2023 | $4,276 | -72.0% | 105 | -73.2% | 0.00% | -100.0% |
| Q4 2022 | $15,245 | +408.2% | 392 | +361.2% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 85 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 85 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | -100.0% | 85 | -91.9% | 0.00% | -100.0% |
| Q1 2021 | $39,658,000 | +132093.3% | 1,046 | +19.4% | 0.01% | 0.0% |
| Q4 2020 | $30,000 | +15.4% | 876 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $26,000 | +4.0% | 871 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $25,000 | +13.6% | 865 | +0.7% | 0.01% | -12.5% |
| Q1 2020 | $22,000 | -26.7% | 859 | +0.9% | 0.01% | +60.0% |
| Q4 2019 | $30,000 | +11.1% | 851 | +0.6% | 0.01% | -37.5% |
| Q3 2019 | $27,000 | +3.8% | 846 | +0.6% | 0.01% | -11.1% |
| Q2 2019 | $26,000 | +4.0% | 841 | +0.6% | 0.01% | -18.2% |
| Q1 2019 | $25,000 | +8.7% | 836 | +0.6% | 0.01% | -8.3% |
| Q4 2018 | $23,000 | -11.5% | 831 | +0.8% | 0.01% | -7.7% |
| Q3 2018 | $26,000 | +8.3% | 824 | +0.7% | 0.01% | -7.1% |
| Q2 2018 | $24,000 | – | 818 | – | 0.01% | – |
Download | ||||||
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% |