SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 671 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,250 | +18.7% | 1,024 | +24.3% | 0.00% | 0.0% |
| Q2 2023 | $35,597 | +6.1% | 824 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $33,553 | +85933.3% | 824 | +82300.0% | 0.00% | – |
| Q4 2022 | $39 | – | 1 | -85.7% | 0.00% | – |
| Q3 2022 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 7 | -98.5% | 0.00% | -100.0% |
| Q1 2019 | $14,000 | +180.0% | 457 | +128.5% | 0.00% | +100.0% |
| Q4 2018 | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | 0.0% | 200 | +300.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | -50.0% | 50 | -50.0% | 0.00% | 0.0% |
| Q1 2017 | $12,000 | +140.0% | 100 | +100.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | – | 50 | – | 0.00% | – |
Download | ||||||
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% |