SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 577 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,304,519 | -9.3% | 31,617 | -5.0% | 1.15% | -3.5% |
| Q2 2023 | $1,438,108 | +4.9% | 33,289 | -1.1% | 1.19% | -2.8% |
| Q1 2023 | $1,371,174 | +3.5% | 33,673 | -1.1% | 1.22% | -1.1% |
| Q4 2022 | $1,324,225 | +18.2% | 34,051 | +4.9% | 1.24% | +7.1% |
| Q3 2022 | $1,120,000 | -5.9% | 32,469 | +0.5% | 1.16% | +0.1% |
| Q2 2022 | $1,190,000 | -6.0% | 32,314 | +6.6% | 1.16% | +11.3% |
| Q1 2022 | $1,266,000 | +54.6% | 30,319 | +55.5% | 1.04% | +73.6% |
| Q4 2021 | $819,000 | -13.6% | 19,504 | -19.8% | 0.60% | -21.0% |
| Q3 2021 | $948,000 | -99.9% | 24,313 | -2.5% | 0.76% | +0.9% |
| Q2 2021 | $986,268,000 | +84.3% | 24,924 | +79.4% | 0.75% | +67.8% |
| Q1 2021 | $535,171,000 | +141.3% | 13,896 | +113.5% | 0.45% | +117.0% |
| Q4 2020 | $221,743,000 | – | 6,510 | – | 0.21% | – |
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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% |