SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 701 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $571 | +74.1% | 91,590 | +1017.0% | 0.06% | +28.3% |
| Q2 2023 | $328 | +16300.0% | 8,200 | +272.7% | 0.05% | – |
| Q1 2023 | $2 | -77.8% | 2,200 | +396.6% | 0.00% | -100.0% |
| Q4 2022 | $9 | – | 443 | -73.9% | 0.00% | – |
| Q3 2022 | $0 | – | 1,700 | -75.4% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 6,900 | +72.5% | 0.00% | – |
| Q1 2022 | $5,000 | +66.7% | 4,000 | +150.0% | 0.00% | – |
| Q4 2021 | $3,000 | -92.9% | 1,600 | -81.3% | 0.00% | -100.0% |
| Q3 2021 | $42,000 | -89.6% | 8,549 | -66.8% | 0.00% | -88.9% |
| Q2 2021 | $404,000 | +494.1% | 25,749 | -56.4% | 0.02% | +500.0% |
| Q1 2021 | $68,000 | -91.7% | 59,100 | -22.8% | 0.00% | -92.3% |
| Q4 2020 | $821,000 | -51.1% | 76,599 | +0.1% | 0.04% | -62.5% |
| Q3 2020 | $1,680,000 | +27900.0% | 76,499 | +2367.7% | 0.10% | – |
| Q2 2020 | $6,000 | – | 3,100 | +210.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1,000 | +100.0% | 0.00% | – |
| Q4 2019 | $0 | – | 500 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 14,373,447 | $600,091,000 | 38.52% |
| Choice Wealth Advisors, LLC | 617,740 | $25,747,000 | 20.42% |
| RESTON WEALTH MANAGEMENT LLC | 900,226 | $37,584,000 | 19.28% |
| NICOLET ADVISORY SERVICES, LLC | 3,247,213 | $136,578,000 | 17.83% |
| ERTS Wealth Advisors, LLC | 1,416,194 | $59,126,000 | 16.55% |
| Tennessee Valley Asset Management Partners | 1,127,167 | $47,059,000 | 15.93% |
| Willis Johnson & Associates, Inc. | 2,907,029 | $121,368,000 | 15.93% |
| Whitcomb & Hess, Inc. | 881,816 | $36,816,000 | 14.55% |
| Compton Financial Group, LLC | 793,918 | $33,146,000 | 13.69% |
| Measured Wealth Private Client Group, LLC | 864,499 | $36,093,000 | 13.27% |