SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 671 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $139 | -87.7% | 3,225 | -88.4% | 0.00% | -100.0% |
| Q1 2023 | $1,130 | -27.3% | 27,752 | -30.6% | 0.00% | -50.0% |
| Q4 2022 | $1,555 | -99.9% | 40,007 | -8.0% | 0.00% | 0.0% |
| Q3 2022 | $1,500,000 | +103.0% | 43,500 | +147.1% | 0.00% | +100.0% |
| Q4 2021 | $739,000 | +51.4% | 17,605 | +36.7% | 0.00% | 0.0% |
| Q1 2021 | $488,000 | +1218.9% | 12,876 | +823.7% | 0.00% | – |
| Q4 2018 | $37,000 | +640.0% | 1,394 | +678.8% | 0.00% | – |
| Q2 2018 | $5,000 | – | 179 | – | 0.00% | – |
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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% |