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 | $528,420 | -8.1% | 12,807 | -3.8% | 0.06% | -4.6% |
| Q2 2023 | $575,075 | +17.8% | 13,312 | +7.5% | 0.06% | -33.0% |
| Q3 2021 | $488,000 | +46.1% | 12,378 | +46.6% | 0.10% | +26.0% |
| Q2 2021 | $334,000 | +4.4% | 8,444 | 0.0% | 0.08% | -10.5% |
| Q1 2021 | $320,000 | +10.3% | 8,444 | 0.0% | 0.09% | -7.5% |
| Q4 2020 | $290,000 | +13.7% | 8,444 | 0.0% | 0.09% | -7.9% |
| Q3 2020 | $255,000 | -5.6% | 8,444 | -9.2% | 0.10% | -19.8% |
| Q2 2020 | $270,000 | – | 9,304 | – | 0.13% | – |
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% |