SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 693 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,413 | +356.0% | 931 | +377.4% | 0.00% | – |
| Q2 2023 | $8,424 | +6.1% | 195 | 0.0% | 0.00% | – |
| Q1 2023 | $7,940 | -23.2% | 195 | -26.7% | 0.00% | – |
| Q4 2022 | $10,345 | +14.9% | 266 | 0.0% | 0.00% | – |
| Q3 2022 | $9,000 | -10.0% | 266 | 0.0% | 0.00% | – |
| Q2 2022 | $10,000 | -9.1% | 266 | 0.0% | 0.00% | – |
| Q1 2022 | $11,000 | +37.5% | 266 | +36.4% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 195 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 195 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | -52.9% | 195 | -56.2% | 0.00% | -100.0% |
| Q1 2021 | $17,000 | +13.3% | 445 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +114.3% | 445 | +78.0% | 0.00% | – |
| Q3 2020 | $7,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | +16.7% | 250 | 0.0% | 0.00% | -100.0% |
| Q1 2020 | $6,000 | -25.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | – | 250 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 12,465,153 | $472,429,000 | 48.78% |
| Choice Wealth Advisors, LLC | 634,656 | $24,053,000 | 19.86% |
| Freestate Advisors LLC | 414,577 | $15,712,000 | 18.34% |
| RESTON WEALTH MANAGEMENT LLC | 898,739 | $34,062,000 | 17.84% |
| NICOLET ADVISORY SERVICES, LLC | 2,960,375 | $112,198,000 | 15.74% |
| Compton Financial Group, LLC | 873,247 | $33,096,000 | 15.27% |
| Measured Wealth Private Client Group, LLC | 1,111,461 | $42,124,000 | 14.94% |
| ERTS Wealth Advisors, LLC | 1,113,032 | $42,184,000 | 12.50% |
| Ford Financial Group, LLC | 705,377 | $26,733,000 | 11.50% |
| KWB Wealth | 1,494,759 | $56,651,000 | 10.82% |