SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 426 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $294,000 | -30.5% | 7,994 | -21.1% | 0.23% | +16.2% |
| Q1 2022 | $423,000 | -3.6% | 10,135 | -3.1% | 0.20% | -2.5% |
| Q4 2021 | $439,000 | +12.9% | 10,463 | +4.9% | 0.20% | +1.0% |
| Q3 2021 | $389,000 | +10.5% | 9,976 | +12.1% | 0.20% | +12.4% |
| Q2 2021 | $352,000 | +56.4% | 8,902 | +49.8% | 0.18% | +45.9% |
| Q1 2021 | $225,000 | +30.1% | 5,941 | +18.3% | 0.12% | +28.4% |
| Q4 2020 | $173,000 | +33.1% | 5,020 | +17.0% | 0.10% | +20.3% |
| Q3 2020 | $130,000 | -17.2% | 4,291 | -20.9% | 0.08% | -20.2% |
| Q2 2020 | $157,000 | +20.8% | 5,424 | +7.7% | 0.10% | +3.1% |
| Q1 2020 | $130,000 | +202.3% | 5,034 | +311.3% | 0.10% | +146.2% |
| Q4 2019 | $43,000 | – | 1,224 | – | 0.04% | – |
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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% |