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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $345,614 | -39.9% | 8,887 | -46.6% | 0.01% | -50.0% |
| Q3 2022 | $575,000 | -23.2% | 16,657 | -18.1% | 0.01% | -14.3% |
| Q2 2022 | $749,000 | -26.8% | 20,347 | -17.0% | 0.01% | -17.6% |
| Q1 2022 | $1,023,000 | +7.6% | 24,516 | +8.3% | 0.02% | +13.3% |
| Q4 2021 | $951,000 | +7.7% | 22,641 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $883,000 | +160.5% | 22,641 | +93.5% | 0.02% | +87.5% |
| Q2 2020 | $339,000 | -48.9% | 11,700 | -54.5% | 0.01% | -57.9% |
| Q1 2020 | $664,000 | – | 25,701 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 582,827 | $25,178,112 | 17.13% |
| Willis Johnson & Associates, Inc. | 3,445,951 | $148,865,092 | 15.87% |
| Fortune 45 LLC | 352,744 | $15,239,974 | 15.53% |
| NICOLET ADVISORY SERVICES, LLC | 3,297,807 | $141,311,045 | 15.51% |
| Whitcomb & Hess, Inc. | 929,377 | $40,149,074 | 14.66% |
| Compton Financial Group, LLC | 875,283 | $37,812,218 | 14.26% |
| Michael S. Ryan, Inc. | 349,837 | $15,154,955 | 14.01% |
| NICOLET BANKSHARES INC | 1,137,411 | $49,136,155 | 13.95% |
| Leicht Financial Planning & Wealth Management, Inc. | 478,694 | $20,679,571 | 12.49% |
| Measured Wealth Private Client Group, LLC | 754,600 | $32,598,730 | 12.38% |