SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 271 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,235 | -31.8% | 1,266 | -28.6% | 0.01% | -29.4% |
| Q2 2023 | $76,550 | -53.6% | 1,772 | -56.2% | 0.02% | -55.3% |
| Q1 2023 | $164,916 | -5.6% | 4,050 | -9.8% | 0.04% | -11.6% |
| Q4 2022 | $174,655 | +263.9% | 4,491 | +141.3% | 0.04% | +79.2% |
| Q1 2020 | $48,000 | -26.2% | 1,861 | 0.0% | 0.02% | +9.1% |
| Q4 2019 | $65,000 | +12.1% | 1,861 | +2.0% | 0.02% | 0.0% |
| Q3 2019 | $58,000 | +1.8% | 1,825 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $57,000 | -93.3% | 1,825 | -94.2% | 0.02% | -93.8% |
| Q4 2018 | $852,000 | – | 31,366 | – | 0.36% | – |
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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% |