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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,452,000 | -90.0% | 45,685 | -90.5% | 7.89% | -36.4% |
| Q1 2019 | $14,509,000 | +48.9% | 479,149 | +33.5% | 12.41% | +19.5% |
| Q4 2018 | $9,745,000 | +354.3% | 358,785 | +420.6% | 10.38% | +450.1% |
| Q3 2018 | $2,145,000 | +56.5% | 68,919 | +49.0% | 1.89% | +56.3% |
| Q2 2018 | $1,371,000 | -63.9% | 46,261 | -64.2% | 1.21% | -74.8% |
| Q1 2018 | $3,801,000 | +10.9% | 129,270 | +15.7% | 4.79% | +39.7% |
| Q4 2017 | $3,428,000 | – | 111,738 | – | 3.43% | – |
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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% |