SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 577 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $272,000 | +7.1% | 6,466 | +0.8% | 0.07% | -28.3% |
Q2 2021 | $254,000 | +5.0% | 6,413 | +0.4% | 0.10% | +50.0% |
Q1 2021 | $242,000 | +10.0% | 6,388 | -0.2% | 0.07% | +4.8% |
Q4 2020 | $220,000 | -0.5% | 6,399 | +1.3% | 0.06% | -18.2% |
Q4 2019 | $221,000 | +10.0% | 6,317 | +0.4% | 0.08% | +14.9% |
Q3 2019 | $201,000 | – | 6,289 | – | 0.07% | – |
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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% |