SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 546 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,764 | -13.6% | 8,162 | -9.5% | 0.07% | -9.5% |
| Q2 2023 | $389,793 | +6.1% | 9,023 | 0.0% | 0.07% | +4.2% |
| Q1 2023 | $367,417 | +104577.2% | 9,023 | 0.0% | 0.07% | +4.4% |
| Q4 2022 | $351 | -99.9% | 9,023 | 0.0% | 0.07% | -1.4% |
| Q3 2022 | $311,000 | -6.3% | 9,023 | 0.0% | 0.07% | +7.8% |
| Q2 2022 | $332,000 | -17.0% | 9,023 | -5.8% | 0.06% | -3.0% |
| Q1 2022 | $400,000 | -0.5% | 9,575 | 0.0% | 0.07% | -1.5% |
| Q4 2021 | $402,000 | +7.8% | 9,575 | 0.0% | 0.07% | -9.5% |
| Q3 2021 | $373,000 | +6.3% | 9,575 | +7.9% | 0.07% | -1.3% |
| Q2 2021 | $351,000 | +4.2% | 8,873 | 0.0% | 0.08% | -2.6% |
| Q1 2021 | $337,000 | +10.5% | 8,873 | 0.0% | 0.08% | +5.5% |
| Q4 2020 | $305,000 | +13.8% | 8,873 | 0.0% | 0.07% | +2.8% |
| Q3 2020 | $268,000 | +9.8% | 8,873 | +5.4% | 0.07% | +2.9% |
| Q2 2020 | $244,000 | – | 8,420 | – | 0.07% | – |
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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% |