SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 377 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.98 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $289,000 | +9.1% | 7,420 | -15.4% | 0.04% | -12.0% |
| Q3 2020 | $265,000 | -82.3% | 8,768 | -83.0% | 0.05% | -83.1% |
| Q2 2020 | $1,495,000 | +296.6% | 51,590 | +253.2% | 0.30% | +204.1% |
| Q1 2020 | $377,000 | -94.6% | 14,605 | -92.7% | 0.10% | -93.0% |
| Q4 2019 | $7,032,000 | +208.3% | 201,420 | +182.2% | 1.38% | +182.7% |
| Q3 2019 | $2,281,000 | +238.4% | 71,384 | +231.3% | 0.49% | +202.5% |
| Q2 2019 | $674,000 | – | 21,549 | – | 0.16% | – |
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% |