Capital Advisors, Ltd. LLC - SPDR SER TR ownership

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
Capital Advisors, Ltd. LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$11
-8.3%
2750.0%0.00%0.0%
Q2 2023$12
+9.1%
2750.0%0.00%0.0%
Q1 2023$110.0%2750.0%0.00%0.0%
Q4 2022$11
-99.9%
2750.0%0.00%0.0%
Q3 2022$9,000
-10.0%
2750.0%0.00%0.0%
Q2 2022$10,000
-9.1%
2750.0%0.00%0.0%
Q1 2022$11,000
-8.3%
2750.0%0.00%0.0%
Q4 2021$12,000
+9.1%
2750.0%0.00%0.0%
Q3 2021$11,0000.0%2750.0%0.00%0.0%
Q2 2021$11,000
+10.0%
2750.0%0.00%0.0%
Q1 2021$10,000
+11.1%
2750.0%0.00%0.0%
Q4 2020$9,000
+12.5%
2750.0%0.00%0.0%
Q3 2020$8,000
-71.4%
275
-71.6%
0.00%
-71.4%
Q2 2020$28,000
+12.0%
9700.0%0.01%
-12.5%
Q1 2020$25,000
-26.5%
9700.0%0.01%
-11.1%
Q4 2019$34,0009700.01%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Hamilton Capital, LLC 14,373,447$600,091,00038.52%
Choice Wealth Advisors, LLC 617,740$25,747,00020.42%
RESTON WEALTH MANAGEMENT LLC 900,226$37,584,00019.28%
NICOLET ADVISORY SERVICES, LLC 3,247,213$136,578,00017.83%
ERTS Wealth Advisors, LLC 1,416,194$59,126,00016.55%
Tennessee Valley Asset Management Partners 1,127,167$47,059,00015.93%
Willis Johnson & Associates, Inc. 2,907,029$121,368,00015.93%
Whitcomb & Hess, Inc. 881,816$36,816,00014.55%
Compton Financial Group, LLC 793,918$33,146,00013.69%
Measured Wealth Private Client Group, LLC 864,499$36,093,00013.27%
View complete list of SPDR SER TR shareholders