SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 469 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,821,631 | +45.2% | 68,387 | +52.0% | 1.36% | +40.7% |
| Q2 2023 | $1,943,482 | +3370.5% | 44,988 | +2850.0% | 0.96% | +3227.6% |
| Q2 2022 | $56,000 | -12.5% | 1,525 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $64,000 | +8.5% | 1,525 | 0.0% | 0.03% | +3.6% |
| Q3 2021 | $59,000 | +11.3% | 1,525 | +8.9% | 0.03% | -6.7% |
| Q1 2021 | $53,000 | +1.9% | 1,400 | -6.7% | 0.03% | -23.1% |
| Q4 2019 | $52,000 | – | 1,500 | – | 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% |