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 | $752,469 | +4.6% | 18,237 | +9.5% | 0.32% | +5.5% |
| Q2 2023 | $719,289 | +25.1% | 16,650 | +18.0% | 0.31% | +8.8% |
| Q1 2023 | $574,811 | +25.5% | 14,116 | +19.9% | 0.28% | +10.5% |
| Q4 2022 | $457,936 | +33.1% | 11,775 | +18.2% | 0.26% | +12.8% |
| Q3 2022 | $344,000 | +39.3% | 9,963 | +48.8% | 0.23% | +36.7% |
| Q2 2022 | $247,000 | +17.6% | 6,696 | +32.9% | 0.17% | +1.2% |
| Q1 2022 | $210,000 | -18.6% | 5,038 | -18.0% | 0.16% | +1.2% |
| Q4 2021 | $258,000 | – | 6,145 | – | 0.16% | – |
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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% |