Carnegie Investment Counsel - SPDR SER TR ownership

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SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 684 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%.

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Quarter-by-quarter ownership
Carnegie Investment Counsel ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$482,721
-4.6%
9,904
-2.0%
0.02%
-6.2%
Q1 2024$506,210
+9.6%
10,104
+2.0%
0.02%0.0%
Q4 2023$461,824
+8.3%
9,904
-4.2%
0.02%0.0%
Q3 2023$426,422
-4.5%
10,3350.0%0.02%
-5.9%
Q2 2023$446,472
+6.1%
10,3350.0%0.02%0.0%
Q1 2023$420,841
+4.7%
10,3350.0%0.02%0.0%
Q4 2022$401,928
+12.9%
10,3350.0%0.02%0.0%
Q3 2022$356,000
-2.2%
10,335
+4.4%
0.02%
+6.2%
Q2 2022$364,000
-4.0%
9,898
+9.1%
0.02%
+14.3%
Q1 2022$379,000
+1.6%
9,072
+2.1%
0.01%
+16.7%
Q4 2021$373,000
+7.5%
8,8890.0%0.01%
-7.7%
Q3 2021$347,000
-1.1%
8,8890.0%0.01%0.0%
Q2 2021$351,000
+4.2%
8,8890.0%0.01%
-7.1%
Q1 2021$337,000
+10.1%
8,8890.0%0.01%0.0%
Q4 2020$306,000
+14.2%
8,8890.0%0.01%0.0%
Q3 2020$268,000
+3.9%
8,8890.0%0.01%
-6.7%
Q2 2020$258,000
+12.2%
8,8890.0%0.02%
-6.2%
Q1 2020$230,000–8,889–0.02%–
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Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Hamilton Capital, LLC 10,016,236$407,861,14226.14%
Ford Financial Group, LLC 12,158$495,06320.99%
Choice Wealth Advisors, LLC 603,639$24,580,18217.87%
Willis Johnson & Associates, Inc. 3,351,420$136,469,82616.20%
NICOLET ADVISORY SERVICES, LLC 3,285,977$133,180,62815.35%
NICOLET BANKSHARES INC 1,120,076$45,609,49514.80%
Whitcomb & Hess, Inc. 930,984$37,909,66414.36%
Compton Financial Group, LLC 854,438$34,792,73113.74%
Measured Wealth Private Client Group, LLC 835,145$34,007,09613.10%
Leicht Financial Planning & Wealth Management, Inc. 482,952$19,665,80212.11%
View complete list of SPDR SER TR shareholders