SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 426 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,212 | -17.2% | 10,136 | -16.1% | 0.01% | -33.3% |
| Q1 2022 | $505,000 | +61.3% | 12,085 | +50.4% | 0.02% | +50.0% |
| Q3 2021 | $313,000 | +4.7% | 8,033 | +6.1% | 0.01% | 0.0% |
| Q2 2021 | $299,000 | -40.8% | 7,570 | -43.2% | 0.01% | -50.0% |
| Q1 2021 | $505,000 | +49.0% | 13,333 | +14.1% | 0.02% | +14.3% |
| Q2 2020 | $339,000 | -48.2% | 11,683 | -37.7% | 0.02% | -59.6% |
| Q4 2019 | $654,000 | +15.1% | 18,743 | +5.4% | 0.05% | +4.0% |
| Q3 2019 | $568,000 | +67.1% | 17,779 | +62.6% | 0.05% | +56.2% |
| Q3 2018 | $340,000 | – | 10,935 | – | 0.03% | – |
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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% |