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 | $274,544 | +3.0% | 6,654 | +7.8% | 0.08% | +9.1% |
| Q2 2023 | $266,544 | +9.0% | 6,170 | +2.8% | 0.08% | +8.5% |
| Q1 2023 | $244,483 | +10.9% | 6,004 | +5.9% | 0.07% | +9.2% |
| Q4 2022 | $220,467 | +27.4% | 5,669 | +12.8% | 0.06% | +22.6% |
| Q3 2022 | $173,000 | -3.9% | 5,025 | +2.6% | 0.05% | +6.0% |
| Q2 2022 | $180,000 | -21.1% | 4,896 | -10.3% | 0.05% | -12.3% |
| Q1 2022 | $228,000 | +25.3% | 5,460 | +1.8% | 0.06% | +5.6% |
| Q4 2021 | $182,000 | +1.1% | 5,362 | +16.4% | 0.05% | +10.2% |
| Q3 2021 | $180,000 | +1.7% | 4,606 | +2.7% | 0.05% | 0.0% |
| Q2 2021 | $177,000 | 0.0% | 4,486 | -3.8% | 0.05% | 0.0% |
| Q1 2021 | $177,000 | +18.0% | 4,665 | +6.7% | 0.05% | +11.4% |
| Q4 2020 | $150,000 | +24.0% | 4,371 | +9.1% | 0.04% | +10.0% |
| Q3 2020 | $121,000 | +15.2% | 4,006 | +11.1% | 0.04% | +11.1% |
| Q2 2020 | $105,000 | +2.9% | 3,607 | -8.6% | 0.04% | -10.0% |
| Q1 2020 | $102,000 | -34.2% | 3,947 | -10.9% | 0.04% | -14.9% |
| Q4 2019 | $155,000 | +27.0% | 4,432 | +15.8% | 0.05% | +14.6% |
| Q3 2019 | $122,000 | +293.5% | 3,826 | +286.9% | 0.04% | +272.7% |
| Q2 2019 | $31,000 | +3.3% | 989 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $30,000 | +15.4% | 989 | +4.2% | 0.01% | 0.0% |
| Q4 2018 | $26,000 | +136.4% | 949 | +176.7% | 0.01% | +175.0% |
| Q3 2018 | $11,000 | +10.0% | 343 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | 0.0% | 343 | +1.2% | 0.00% | 0.0% |
| Q1 2018 | $10,000 | 0.0% | 339 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | – | 339 | – | 0.00% | – |
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% |