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 | $411,633 | -4.1% | 9,977 | +0.4% | 0.14% | -8.3% |
| Q2 2023 | $429,087 | +6.6% | 9,933 | +0.5% | 0.16% | +1.3% |
| Q1 2023 | $402,498 | +5.1% | 9,885 | +0.4% | 0.16% | -3.1% |
| Q4 2022 | $382,835 | +12.9% | 9,844 | +0.2% | 0.16% | -3.0% |
| Q3 2022 | $339,000 | -52.4% | 9,827 | -49.1% | 0.16% | -51.9% |
| Q2 2022 | $712,000 | +127.5% | 19,318 | +157.9% | 0.34% | +150.4% |
| Q1 2022 | $313,000 | +19.0% | 7,490 | +19.7% | 0.14% | +15.1% |
| Q4 2021 | $263,000 | +7.8% | 6,256 | +0.2% | 0.12% | -0.8% |
| Q3 2021 | $244,000 | -1.2% | 6,246 | +0.1% | 0.12% | -4.8% |
| Q2 2021 | $247,000 | +4.7% | 6,238 | +0.1% | 0.13% | -13.7% |
| Q1 2021 | $236,000 | -80.7% | 6,230 | -82.5% | 0.15% | -74.7% |
| Q4 2020 | $1,224,000 | – | 35,595 | – | 0.58% | – |
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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% |