SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 231 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256,657 | -5.3% | 6,222 | -0.8% | 0.09% | -3.3% |
| Q2 2023 | $270,993 | -16.2% | 6,273 | -21.0% | 0.09% | -20.4% |
| Q1 2023 | $323,437 | +3.3% | 7,943 | -1.4% | 0.11% | +2.7% |
| Q4 2022 | $313,100 | +4.0% | 8,053 | -7.7% | 0.11% | -8.3% |
| Q3 2022 | $301,000 | +20.4% | 8,728 | +28.5% | 0.12% | +25.0% |
| Q2 2022 | $250,000 | +101.6% | 6,793 | +71.0% | 0.10% | +118.2% |
| Q2 2019 | $124,000 | +3.3% | 3,972 | 0.0% | 0.04% | -35.3% |
| Q1 2019 | $120,000 | -8.4% | 3,972 | -17.7% | 0.07% | -17.1% |
| Q4 2018 | $131,000 | – | 4,826 | – | 0.08% | – |
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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% |