SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 219 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $444,000 | +18.4% | 11,713 | +7.4% | 0.00% | – |
| Q4 2020 | $375,000 | +17.9% | 10,910 | +3.5% | 0.00% | – |
| Q3 2020 | $318,000 | -3.9% | 10,544 | -7.6% | 0.00% | – |
| Q2 2020 | $331,000 | +5.4% | 11,411 | -6.0% | 0.00% | – |
| Q1 2020 | $314,000 | -22.7% | 12,135 | +4.3% | 0.00% | – |
| Q4 2019 | $406,000 | -18.3% | 11,632 | -25.2% | 0.00% | – |
| Q3 2019 | $497,000 | +3.3% | 15,542 | +1.1% | 0.00% | – |
| Q2 2019 | $481,000 | -20.5% | 15,369 | -23.1% | 0.00% | -100.0% |
| Q1 2019 | $605,000 | +8.8% | 19,979 | -2.4% | 0.00% | 0.0% |
| Q4 2018 | $556,000 | – | 20,474 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 10,127,211 | $349,288,000 | 23.81% |
| NICOLET ADVISORY SERVICES, LLC | 3,392,221 | $118,829,000 | 19.38% |
| RESTON WEALTH MANAGEMENT LLC | 927,458 | $31,988,000 | 19.05% |
| Choice Wealth Advisors, LLC | 609,938 | $21,037,000 | 17.60% |
| Willis Johnson & Associates, Inc. | 3,102,901 | $107,019,000 | 15.59% |
| Tennessee Valley Asset Management Partners | 1,078,073 | $37,183,000 | 14.58% |
| Whitcomb & Hess, Inc. | 913,187 | $31,496,000 | 14.18% |
| ERTS Wealth Advisors, LLC | 1,448,830 | $49,970,000 | 14.02% |
| Compton Financial Group, LLC | 838,040 | $28,904,000 | 13.30% |
| Ford Financial Group, LLC | 837,468 | $28,884,000 | 12.03% |