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 | $974,462 | -0.9% | 23,618 | +3.7% | 1.01% | -0.6% |
| Q2 2023 | $983,534 | +17.8% | 22,767 | +11.0% | 1.02% | +9.6% |
| Q1 2023 | $835,219 | -4.4% | 20,511 | -8.7% | 0.93% | -1.5% |
| Q4 2022 | $873,449 | +3.0% | 22,460 | -8.6% | 0.94% | -13.4% |
| Q3 2022 | $848,000 | -2.9% | 24,583 | +3.6% | 1.08% | +3.0% |
| Q2 2022 | $873,000 | -8.2% | 23,718 | +4.1% | 1.05% | +10.8% |
| Q1 2022 | $951,000 | +2.0% | 22,775 | +2.6% | 0.95% | +25.3% |
| Q4 2021 | $932,000 | – | 22,196 | – | 0.76% | – |
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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% |