SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 231 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $55,476,000 | +8.6% | 1,836,957 | +4.2% | 8.89% | +0.1% |
| Q2 2020 | $51,088,000 | +16.1% | 1,762,870 | +3.5% | 8.89% | -1.6% |
| Q1 2020 | $44,003,000 | -15.3% | 1,702,892 | +14.4% | 9.03% | -1.1% |
| Q4 2019 | $51,960,000 | +11.1% | 1,488,396 | +1.7% | 9.13% | +6.4% |
| Q3 2019 | $46,780,000 | +8.7% | 1,463,709 | +6.4% | 8.58% | +8.8% |
| Q2 2019 | $43,042,000 | +6.7% | 1,376,024 | +3.3% | 7.88% | +0.9% |
| Q1 2019 | $40,348,000 | +234.4% | 1,332,499 | +199.9% | 7.81% | +185.3% |
| Q4 2018 | $12,067,000 | -23.2% | 444,299 | -12.0% | 2.74% | -18.2% |
| Q3 2018 | $15,715,000 | +45.4% | 504,966 | +38.5% | 3.35% | +41.3% |
| Q2 2018 | $10,806,000 | – | 364,684 | – | 2.37% | – |
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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% |