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 | $1,116,649 | -4.2% | 27,063 | +0.3% | 1.27% | +1.0% |
| Q2 2023 | $1,166,048 | +6.4% | 26,992 | +0.3% | 1.26% | -0.4% |
| Q1 2023 | $1,096,152 | +6.6% | 26,919 | +1.8% | 1.27% | +3.9% |
| Q4 2022 | $1,028,505 | +26.4% | 26,446 | +12.1% | 1.22% | +18.6% |
| Q3 2022 | $814,000 | -8.8% | 23,590 | -2.7% | 1.03% | +1.8% |
| Q2 2022 | $893,000 | +5.4% | 24,256 | +16.6% | 1.01% | +18.7% |
| Q1 2022 | $847,000 | -2.9% | 20,810 | +0.3% | 0.85% | +7.1% |
| Q4 2021 | $872,000 | – | 20,751 | – | 0.79% | – |
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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% |