SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 671 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $20,194 | -25.2% | 519 | -24.5% | 0.01% | -23.1% |
| Q2 2021 | $27,000 | +3.8% | 687 | +0.6% | 0.01% | -7.1% |
| Q1 2021 | $26,000 | +13.0% | 683 | +0.6% | 0.01% | 0.0% |
| Q4 2020 | $23,000 | +15.0% | 679 | +0.6% | 0.01% | -6.7% |
| Q3 2020 | $20,000 | +5.3% | 675 | +0.7% | 0.02% | -6.2% |
| Q2 2020 | $19,000 | +11.8% | 670 | +0.8% | 0.02% | -68.0% |
| Q1 2020 | $17,000 | -66.7% | 665 | -54.8% | 0.05% | -23.1% |
| Q4 2019 | $51,000 | – | 1,470 | – | 0.06% | – |
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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% |