SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 593 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $208,000 | -3.7% | 4,988 | -12.4% | 0.01% | -13.3% |
| Q1 2021 | $216,000 | +7.5% | 5,692 | -2.8% | 0.02% | 0.0% |
| Q4 2020 | $201,000 | -47.8% | 5,855 | -54.4% | 0.02% | -54.5% |
| Q3 2020 | $385,000 | +10.0% | 12,846 | +6.7% | 0.03% | 0.0% |
| Q2 2020 | $350,000 | +12.5% | 12,042 | +0.1% | 0.03% | -13.2% |
| Q1 2020 | $311,000 | +11.9% | 12,028 | +34.4% | 0.04% | +2.7% |
| Q3 2018 | $278,000 | – | 8,949 | – | 0.04% | – |
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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% |