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 | $1,329,171 | -6.2% | 32,215 | -1.8% | 0.09% | -5.4% |
| Q2 2023 | $1,416,933 | +6.8% | 32,799 | +0.7% | 0.09% | +2.2% |
| Q1 2023 | $1,326,587 | +101398.6% | 32,578 | -3.1% | 0.09% | -1.1% |
| Q4 2022 | $1,307 | -99.7% | 33,611 | +152.0% | 0.09% | +155.6% |
| Q3 2022 | $460,000 | -63.1% | 13,340 | -60.6% | 0.04% | -61.7% |
| Q2 2022 | $1,246,000 | -55.5% | 33,849 | -49.5% | 0.09% | -50.8% |
| Q1 2022 | $2,800,000 | +92.6% | 67,086 | +93.7% | 0.19% | +85.4% |
| Q4 2021 | $1,454,000 | – | 34,627 | – | 0.10% | – |
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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% |