SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 601 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.42 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $355,000 | +706.8% | 10,295 | +753.6% | 0.14% | +456.0% |
| Q2 2022 | $44,000 | -12.0% | 1,206 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $50,000 | -2.0% | 1,206 | 0.0% | 0.02% | -16.7% |
| Q4 2021 | $51,000 | +8.5% | 1,206 | 0.0% | 0.03% | +42.9% |
| Q3 2021 | $47,000 | +51.6% | 1,206 | +56.2% | 0.02% | +50.0% |
| Q2 2021 | $31,000 | +6.9% | 772 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $29,000 | +7.4% | 772 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $27,000 | +17.4% | 772 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $23,000 | +4.5% | 772 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $22,000 | +10.0% | 772 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $20,000 | -25.9% | 772 | 0.0% | 0.02% | +15.4% |
| Q4 2019 | $27,000 | – | 772 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 12,934,594 | $511,434,000 | 49.38% |
| Weitzel Financial Services, Inc. | 37,218,060 | $686,426,000 | 24.16% |
| Freestate Advisors LLC | 468,586 | $18,528,000 | 20.94% |
| Choice Wealth Advisors, LLC | 668,856 | $26,447,000 | 19.00% |
| RESTON WEALTH MANAGEMENT LLC | 914,020 | $36,140,000 | 18.08% |
| NICOLET ADVISORY SERVICES, LLC | 3,028,355 | $119,741,000 | 15.62% |
| Compton Financial Group, LLC | 897,722 | $35,496,000 | 15.12% |
| Measured Wealth Private Client Group, LLC | 1,149,470 | $45,450,000 | 14.47% |
| Tennessee Valley Asset Management Partners | 747,801 | $30,000 | 14.22% |
| ERTS Wealth Advisors, LLC | 1,287,537 | $50,909,000 | 13.77% |