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 | $688,383 | -4.9% | 16,684 | -0.4% | 0.42% | -0.9% |
| Q2 2023 | $723,706 | +6.3% | 16,752 | +0.2% | 0.42% | -3.2% |
| Q1 2023 | $680,763 | +10.5% | 16,718 | +5.5% | 0.44% | -4.2% |
| Q4 2022 | $616,057 | +11.0% | 15,841 | -1.6% | 0.46% | +11.5% |
| Q3 2022 | $555,000 | -6.1% | 16,098 | +0.3% | 0.41% | -1.4% |
| Q2 2022 | $591,000 | -11.5% | 16,055 | +0.3% | 0.42% | +6.1% |
| Q1 2022 | $668,000 | -2.8% | 16,005 | -2.2% | 0.39% | +3.2% |
| Q4 2021 | $687,000 | +12.8% | 16,358 | +4.8% | 0.38% | +3.8% |
| Q3 2021 | $609,000 | -1.1% | 15,608 | +0.2% | 0.36% | -1.9% |
| Q2 2021 | $616,000 | +4.6% | 15,578 | +0.2% | 0.37% | -5.3% |
| Q1 2021 | $589,000 | +10.5% | 15,541 | +0.3% | 0.39% | +2.6% |
| Q4 2020 | $533,000 | +14.1% | 15,495 | +0.3% | 0.38% | -0.3% |
| Q3 2020 | $467,000 | +2.6% | 15,454 | -1.6% | 0.38% | -10.1% |
| Q2 2020 | $455,000 | +12.3% | 15,712 | +0.2% | 0.43% | -9.1% |
| Q1 2020 | $405,000 | -11.8% | 15,679 | +19.3% | 0.47% | +9.0% |
| Q4 2019 | $459,000 | – | 13,140 | – | 0.43% | – |
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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% |