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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $880,382 | -5.0% | 21,337 | -0.5% | 0.52% | +0.2% |
| Q2 2023 | $926,343 | +5.5% | 21,443 | -0.6% | 0.52% | +3.8% |
| Q1 2023 | $878,071 | -4.1% | 21,564 | -8.4% | 0.50% | -4.7% |
| Q4 2022 | $915,305 | -46.5% | 23,536 | -52.5% | 0.53% | -48.8% |
| Q3 2022 | $1,711,000 | -0.6% | 49,595 | +6.0% | 1.03% | +0.2% |
| Q2 2022 | $1,722,000 | +1166.2% | 46,779 | +1001.2% | 1.03% | +1018.5% |
| Q3 2019 | $136,000 | – | 4,248 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 582,827 | $25,178,112 | 17.13% |
| Willis Johnson & Associates, Inc. | 3,445,951 | $148,865,092 | 15.87% |
| Fortune 45 LLC | 352,744 | $15,239,974 | 15.53% |
| NICOLET ADVISORY SERVICES, LLC | 3,297,807 | $141,311,045 | 15.51% |
| Whitcomb & Hess, Inc. | 929,377 | $40,149,074 | 14.66% |
| Compton Financial Group, LLC | 875,283 | $37,812,218 | 14.26% |
| Michael S. Ryan, Inc. | 349,837 | $15,154,955 | 14.01% |
| NICOLET BANKSHARES INC | 1,137,411 | $49,136,155 | 13.95% |
| Leicht Financial Planning & Wealth Management, Inc. | 478,694 | $20,679,571 | 12.49% |
| Measured Wealth Private Client Group, LLC | 754,600 | $32,598,730 | 12.38% |