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 | $12,993 | -25.7% | 315 | -22.2% | 0.00% | -33.3% |
| Q2 2023 | $17,496 | +6.1% | 405 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $16,489 | -39.8% | 405 | -42.6% | 0.00% | -40.0% |
| Q4 2022 | $27,407 | +14.2% | 705 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $24,000 | -7.7% | 705 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $26,000 | -10.3% | 705 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $29,000 | 0.0% | 705 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $29,000 | +7.4% | 705 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $27,000 | -3.6% | 705 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $28,000 | +3.7% | 705 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $27,000 | +12.5% | 705 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $24,000 | – | 705 | – | 0.01% | – |
Download | ||||||
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% |