SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 377 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.98 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $197,000 | +278.8% | 5,730 | +234.1% | 0.04% | +184.6% |
| Q3 2020 | $52,000 | +4.0% | 1,715 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $50,000 | +56.2% | 1,715 | +38.8% | 0.01% | +18.2% |
| Q1 2020 | $32,000 | +166.7% | 1,236 | +286.2% | 0.01% | +266.7% |
| Q4 2019 | $12,000 | 0.0% | 320 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | 0.0% | 320 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | -40.0% | 320 | -50.0% | 0.00% | -50.0% |
| Q1 2019 | $20,000 | +100.0% | 640 | +100.0% | 0.01% | +100.0% |
| Q4 2018 | $10,000 | -54.5% | 320 | -50.5% | 0.00% | -57.1% |
| Q3 2018 | $22,000 | – | 646 | – | 0.01% | – |
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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% |