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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $4,993,000 | +10.0% | 131,743 | -0.2% | 1.51% | -1.7% |
| Q4 2020 | $4,538,000 | +13.8% | 131,973 | -0.1% | 1.54% | +1.4% |
| Q3 2020 | $3,987,000 | +5.9% | 132,051 | +1.0% | 1.52% | -4.4% |
| Q2 2020 | $3,764,000 | +14.3% | 130,805 | +2.6% | 1.59% | -20.9% |
| Q1 2020 | $3,293,000 | -22.9% | 127,456 | +4.2% | 2.01% | -0.1% |
| Q4 2019 | $4,270,000 | – | 122,352 | – | 2.01% | – |
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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% |