SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $6,130,819 | +13.3% | 131,478 | +0.3% | 1.49% | +4.4% |
Q3 2023 | $5,408,856 | -1.6% | 131,092 | +3.0% | 1.43% | +1.4% |
Q2 2023 | $5,498,107 | +5.6% | 127,271 | -0.5% | 1.41% | +3.0% |
Q1 2023 | $5,208,658 | +4.4% | 127,914 | -0.3% | 1.37% | +4.7% |
Q4 2022 | $4,991,259 | +15.7% | 128,343 | +2.6% | 1.30% | +3.4% |
Q3 2022 | $4,314,000 | – | 125,087 | – | 1.26% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hamilton Capital, LLC | 12,465,153 | $472,429,000 | 48.78% |
Choice Wealth Advisors, LLC | 634,656 | $24,053,000 | 19.86% |
Freestate Advisors LLC | 414,577 | $15,712,000 | 18.34% |
RESTON WEALTH MANAGEMENT LLC | 898,739 | $34,062,000 | 17.84% |
NICOLET ADVISORY SERVICES, LLC | 2,960,375 | $112,198,000 | 15.74% |
Compton Financial Group, LLC | 873,247 | $33,096,000 | 15.27% |
Measured Wealth Private Client Group, LLC | 1,111,461 | $42,124,000 | 14.94% |
ERTS Wealth Advisors, LLC | 1,113,032 | $42,184,000 | 12.50% |
Ford Financial Group, LLC | 705,377 | $26,733,000 | 11.50% |
KWB Wealth | 1,494,759 | $56,651,000 | 10.82% |